Santa’s Retirement Checklist: Holiday Moves for a Jolly Financial Future

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Santa’s Retirement Checklist: Holiday Moves for a Jolly Financial Future

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It’s a festive time on Retire Right with Kevin Wade! As the holidays bring families together (and sometimes shake up old traditions), Kevin and Bruce invite you to cozy up and discover how a few thoughtful financial moves can make this season—and your future—brighter. From reclaiming family time to rethinking year-end strategies, this special episode unwraps fresh perspectives on what it really takes to retire with confidence.

Ready to create your own “Nice List” for retirement? We’re checking boxes you might not have considered: tax-smart year-end giving, maximizing Social Security, the why and how behind Roth conversions, and even building a legacy that lasts beyond the season. Tune in to hear real-life questions, timely advice, and a side of holiday cheer sure to warm up your winter planning. Don’t miss this opportunity to rethink your retirement goals—before the ball drops on another year!

In this episode of Retire Right with Kevin Wade, Centennial Advisors explores important retirement planning topics—like tax-saving strategies, optimizing Social Security, long-term care solutions, and tips for managing market changes.

Get practical advice, expert commentary, and straightforward explanations to help you take control of your retirement journey and secure your financial future.

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