In this video, I walk through a retirement plan for a sample couple who have $4.8 million at retirement. What are the key things they need to consider?

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I specialize in comprehensive retirement planning, including tax and income planning and investment management, for women and couples with $2 million+. Some people hire me to create a plan for a fee. Others hire me as the CFO of their financial life, so they can focus on the things they enjoy most.

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