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Your Money, Your Wealth — Retiring Before Social Security? Consider These Portfolio Changes - 555
Not scored yet41m·2025-11-11·Money

Retiring Before Social Security? Consider These Portfolio Changes - 555

Your Money, Your Wealth · 555

Joe Anderson, CFP® and Big Al Clopine, CPA spitball withdrawal strategies, Roth conversion timing, and saving priorities for every stage of life, today on Your Money, Your Wealth® podcast number 555. Christine just retired at 59 and wants the smartest way to draw income before Social Security, without letting taxes…

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