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April 1, 2025 15 mins

When families get close to retiring they start going through all the checklists:

  • Get investments in orer
  • Do the will
  • Etc., etc...

However, getting your financial house in order before evaluating your retirement's priorities and activities is like getting cart before the horse.

Today Rick Luchini and I chat about some of the top things we would do that are not related to our money if we were going to retire in 5 years or less.

 

Learn more at www.brandenburgFS.com 

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