2. Florida Residency: What It Means for Retirement

Retirement planning is rarely straightforward. Between rising costs of living, shifting market conditions, and the simple question of where you want to spend your later years, there are countless factors that shape the future of your finances.

In this conversation, the team explores the realities behind retirement distribution strategies, the psychology of risk, and the impact of state residency decisions like moving to Florida. You’ll hear how different people at the same age and with similar wealth can take entirely different approaches, why sleep is a surprisingly important indicator of risk tolerance, and what younger generations can do today to set themselves up for stronger outcomes tomorrow.

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