Sam and Luke cover some good retirement opportunities. Some are relatively new and come from Secure Act 2.0 including Roth Accounts and Defined Contribution Plans, student loan payback strategies, and special catch up contributions. Some of the tried and true strategies revolve around Social Security, understanding sequence of returns risk, and accounting for inflation. They also discuss the spousal retirement approach in stressing open communication and the need for compromise. Sam and Luke then move into a discussion on the importance of knowing what fees you are paying.
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