Episode 85
Investing Strategies If You're Nearing Retirement
The Retirement Playbook · John Croze, John Goodhue
October 18, 202555m 26s
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Show Notes
In this episode Coach Croze, John Goodhue, and Jeff Shade discuss tax-smart investing strategies if you're nearing retirement, life events that can trigger liquidity issues, listener questions, and the PRIME approach APO Financial uses.
Topics
investingretirement planningtaxes