On this week's episode:
- What if the secret to a confident retirement is knowing how to keep more of what you’ve earned?
- Explore strategies for tax-free income, Roth conversions, and balancing your retirement buckets.
- Learn how pensions and Social Security can work together—and what to do if you don’t have a pension.
- Discover why personalized planning and strong relationships matter more than cookie-cutter solutions.
- Hear how starting early and understanding tax impacts can shape your financial future.
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