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Is your retirement plan set for a successful future? When was the last time you reviewed your plan and ensured it has been adapted for any life-changing events?
Discover the seven key steps for achieving a fulfilling retirement with Josh Leonard. He touches on everything from crafting a budget and merging accounts to making savvy choices regarding health insurance and maximizing entitlements.
Josh discusses:
- What is the first step in building a successful retirement plan
- When should you start tax planning for retirement
- Why is understanding Social Security important for retirement
- How do you approach legacy planning
- And more
Related: Refine Your Financial Goals for Retirement With Lists