Mailbag: Life Insurance, Dividends & Retirement Worries

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On This Episode

What do you do when life throws retirement curveballs, especially the ones you didn’t see coming? In this mailbag episode, Mark tackles three unique retirement planning questions from listeners like you. You’ll hear whether life insurance can make sense as part of an estate plan and what the 4% rule really means when it comes to dividends and interest. Mark also helps a listener assess the impact of leaving work earlier than expected, and what steps to take next.

Tune in as Mark shows how a tailored financial plan can turn uncertainty into confidence. If you're facing tough retirement decisions, this episode offers grounded insights to help you move forward with clarity and confidence!

Here’s what we discuss in today’s show:

📊 What the 4% rule really includes

🏛️ Turning your investments into a meaningful legacy

📦 Evaluating your readiness for early retirement

📈 Why a comprehensive plan beats one-size-fits-all advice

Thanks for joining us! We’ll be back for another show every other Thursday.

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