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Show Notes
Jon explores the idea of preparing for a long and healthy retirement due to the increase in life expectancy. With the potential need to prepare for a retirement that can last several decades, Jon highlights the five pillars of retirement planning:
- Protection
- Income
- Taxes
- Wealth Transfer
- Healthcare
Jon also touches on the current state of the market and the potential need to adjust risk tolerance.
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Topics
retirementfinancial planningmarket volatilityrisk toleranceretirement planfinancial advisor