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Defensive and offensive strategies in the five years before and after starting retirement

Defensive and offensive strategies in the five years before and after starting retirement

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Ben and Megan Smith discuss the pivotal years before and after the day someone retires. Ben and Megan share how each person requires a different strategy, but how there are several defensive strategies (such as retirement income) and offensive ones (such as money-growth) that people can deploy. Ben also explains how legacy planning is actually an offensive strategy. And the Smiths share their views on the switch to Daylight Saving Time.

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