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You’ve done a great job managing your money, so why change anything now? That’s the question Phil’s tackling in this episode. As retirement approaches, decisions get more permanent, and the margin for error gets smaller. This conversation is about understanding how the game changes and what it looks like to have the right kind of support in place. Because doing well up to thi...


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In honor of National Volunteer Week (April 19-25), Phil talks about why volunteering is an important part of life, especially in retirement. Retirement isn’t just about stepping away from work. It's an opportunity to step toward the things you've always cared about, with more time and freedom than you've had in decades. National Volunteer Week is a good reminder that all of i...


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