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The Role of Spouses in Financial and Retirement Planning
Manage episode 440398558 series 3561292
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Abe discusses the need for both spouses to be involved in financial decisions, especially as one partner may have been primarily responsible for managing finances. The discussion covers the transition from accumulating wealth to managing it in retirement, highlighting the significance of having a comprehensive retirement plan.
Additionally, Abe explains tax strategies like tax loss harvesting, which can help investors manage capital gains effectively.
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1. Retirement Key Podcast (ABE) (00:00:00)
260 episodes
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