Unfortunately, there is no class or school that is mandatory for retirement planning. Today, Evan and Dan talk about a Wall Street Journal article that asks retirees what mistakes they made or what they would change. Listen along as the advisors share why health, finances, relationships and purpose are the four attributes we all should plan for in retirement. Later in the episode, Evan answers a few common questions that have come up from their social security workshop. They share how to work with an advisor to know when to take social security to avoid taking it too soon or too late.
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