Crossing the Bridge to Retirement

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This episode’s guest is Greg Gagne, who Jim met at the NAIFA National Conference in San Diego in September. Greg spoke on the main stage, and has a great message – make sure your retirement lasts as long as you do. All too often, people blindly start taking out Social Security because they have their heart set on retiring at a certain age. Greg explains that as people are living longer, this is becoming a bigger, grimmer issue. Working just a couple extra years can save your clients from financial struggles during retirement.

 

 


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