From growing up with a single mother facing financial insecurity to navigating his own early exit from professional tennis, Dan shares the experiences that inform his approach to helping people plan for their futures.
In this episode:
How to figure out what you need for retirement beyond the intimidating headlines.
Social Security timing and the tradeoffs of waiting to claim benefits.
Opportunities to boost retirement savings in midlife.
Why Dan favors flexible withdrawals over a rigid application of the 4% rule.
How to prepare for changes in identity, purpose and daily routine.
Why retirement can be a gradual transition, including consulting or part-time work.
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