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July 22, 2025 22 mins

What’s your “memory money” moment? In this episode of Retirement For Living, JoePat Roop shares how to plan for bucket list experiences—without risking your retirement. JoePat explains how to carve out funds for joy while still preparing for life’s storms. He also breaks down the tax planning opportunities in the new “Big Beautiful Bill” and why waiting could cost you.

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