On this week's episode:
- What if the real key to retirement isn’t just saving, but building a flexible plan that adapts to every twist—taxes, market swings, and even healthcare surprises?
- Discover why “the master plan” goes beyond investments, covering income, tax strategies, and long-term care.
- Learn how to avoid common RMD mistakes and why relying on minimum withdrawals could leave money on the table.
- Explore the power of annuities, Roth conversions, and customized strategies for lasting income.
- Find out how to make your money work for you, not the other way around, and why ongoing reviews matter.
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