What if retirement isn’t just about money, but about meaning?
In this episode, Ralph and Tim Short dive into the nuances of comprehensive financial planning and coaching for retirement. They explore how clear communication between advisors and clients can shape better outcomes, why understanding personal financial goals is crucial, and how planning for longevity and health costs can’t be overlooked. The conversation also touches on the evolving role of purpose in retirement and the need to adapt plans as life changes.

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