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Ep 2: Income Planning With Shari

One of the biggest concerns from retirees and pre-retirees is running out of money. You have saved and put money away during the course of your working career, but now it’s time to take money out and many people worry that what they have isn’t enough. This issue can be addressed by putting together an income plan. Shari discusses how she builds an income plan for her clients and why having a written plan is so important.

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