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July 9, 2025 4 mins

In this episode of the Best Advice Podcast, host Rob Lovaglio and Senior Advisor Steven Young explore the complexities of retirement planning.

They discuss the potential pitfalls of relying on the traditional 4% withdrawal rule when not working with a professional team, as well as the impact of market downturns.

With a focus on healthcare inflation and sequence of returns risk, the episode offers insight into strategically navigating financial challenges in retirement. Tune in to learn how to safeguard your retirement funds and understand the meticulous approach needed for a secure financial future.

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