In this engaging episode of the Retirable Podcast, hosts Mike Wallace and John Sauger dive into the art of financial analysis, breaking down the essential pillars: risk, fees, and taxes. From understanding investment performance to uncovering hidden fees and navigating complex tax implications, they offer insights to help listeners make more informed decisions about their financial future.
John shares a compelling story about a life-changing career switch and the holistic financial planning considerations involved, from tax strategies to retirement accounts. The hosts also discuss the importance of ongoing analysis and adapting plans as life and financial goals evolve.
Packed with practical advice and relatable examples, this episode is a must-listen for anyone seeking to build confidence in their financial journey. Tune in now to gain valuable insights for navigating life’s big transitions and help secure your retirement dreams!
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