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- ... our first case study for the
- 00:00 🎙️ Retirement focuses on engineering income, not chasing returns. 00:28 Client Dave uses
- 00:14 Introduction of a case study focused on a 65-year-old couple who recently retired, detailing their financial situation.
- 00:14 Introduction of a case study involving a married couple seeking guaranteed income. 00:54 The couple has a 70/30 ...
- 00:00 Roth conversions can be complex, especially when considering where to keep the money during the process. 00:12 ...
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