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3 Retirement Tips From the Very Rich with Walter Updegrave - 126
Episode 126

3 Retirement Tips From the Very Rich with Walter Updegrave - 126

Your Money, Your Wealth · Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

August 7, 20171h 5m

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Show Notes

Walter Updegrave from RealDealRetirement.com analyzed a recent survey of the needs, goals and concerns of very wealthy investors, and shares some useful retirement tips for the rest of us. Also, 12 Common Sources of Tax Free Income, 4 tax breaks that may be on the chopping block, the basics of Medicare, and Medicare mistakes. Plus, Joe still wants to grow a 'fro, and who doesn't like the Eagles? (hint, it's Big Al.)