Retire with Purpose Radio Hour 296 - December 23, 2023
Creating a customized income strategy with a family who had lots of retirement accounts but no actual plan. Answering listener questions on how to leverage tax-loss harvesting and balancing saving in tax-deferred vs. tax-free accounts. Exploring the power of place in retirement and retirement living with previous podcast experts. Case study about a couple’s retirement income plan and if it was sustainable for their lifestyle.