Retirement Answer Man

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Retirement Plan Live: Mature Marriage - Managing Joint Cash Flow with Separate Assets 

How do you manage a joint cash flow with separate assets? In addition to discussing Mark and Mary’s situation, today I chat with Kay about how she and her husband handled finances with their late in life marriage. Kay gives us some insight on how to...

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  Retirement Year End Planning: Withdrawing from Assets

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  Retirement Year End Planning: Contributing to Assets

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  Retirement Year End Planning: Tax-Loss Harvesting

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  Think Smart, Retire Smarter: Razor Sharp- Occam and Hanlon

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  Think Smart, Retire Smarter: Circle of Competence

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  Think Smart, Retire Smarter: The Map vs The Territory

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  Think Smart, Retire Smarter: Second Order Thinking

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  Think Smart, Retire Smarter: Inversion

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  CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Passion and Relations…

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  CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Energy and Mindset

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  CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Resilience and Optimi…

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  CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Vision and Feasibility

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  Stories from Unique Retirements

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  Retire Without Borders: An Expat Primer

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  Securing Their Future - Retiring with Special Needs Children

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  Service, Sacrifice, and Second Acts: Military Retirees