Retire Confidently | Anthony Saffer & Alex Okugawa

This Is When You FINALLY Can Stop Saving For Retirement (Seriously)

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This Is When You FINALLY Can Stop Saving For Retirement (Seriously)

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How Much Can You Really Spend from a $5M Portfolio? [CASE STUDY]

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How Much Can You Really Spend from a $5M Portfolio? [CASE STUDY]

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$2.5M Retirement: Is $17,000/mo Safe or a Disaster?

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$2.5M Retirement: Is $17,000/mo Safe or a Disaster?

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It's About This!

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It's About This!

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Be Intentional in Retirement

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Be Intentional in Retirement

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Still Working with $2M+? Why $800k Retirees Have a Secret Advantage

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Still Working with $2M+? Why $800k Retirees Have a Secret Advantage

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Unlock Your Dream Retirement

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Unlock Your Dream Retirement

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First Years of Retirement Look Scary

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First Years of Retirement Look Scary

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Lump Sum or Income Stream

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Lump Sum or Income Stream

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Stage Your Income For Success

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Stage Your Income For Success

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Pension Vs. Portfolio

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Pension Vs. Portfolio

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Master Retirement Risk

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Master Retirement Risk

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$2M Portfolio + A Pension? Stop Following "Standard" Advice (Do This Instead)

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$2M Portfolio + A Pension? Stop Following "Standard" Advice (Do This Instead)

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Stop Worst Case Fears in Retirement!

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Stop Worst Case Fears in Retirement!

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The $1,000,000 Retirement Killer: Are You Making These 3 Mistakes?

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The $1,000,000 Retirement Killer: Are You Making These 3 Mistakes?

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Smart Way to Give & Save on Taxes

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Smart Way to Give & Save on Taxes

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Guardrails Solve Retirement Fears

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Guardrails Solve Retirement Fears

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Roth Withdrawals Fund Your Spending

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Roth Withdrawals Fund Your Spending

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Stop Worst-Case Fears in Retirement!

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Stop Worst-Case Fears in Retirement!

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Social Security Taxes Can Be Tricky

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Social Security Taxes Can Be Tricky

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The Retirement Paycheck Plan

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The Retirement Paycheck Plan

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A One-Time Purchase Can Increase Your Taxes

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A One-Time Purchase Can Increase Your Taxes

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Will Your Money Last?

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Will Your Money Last?

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Break the "Save Roth For Last" Rule

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Break the "Save Roth For Last" Rule

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Retire Wealthy

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Retire Wealthy

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Hidden Taxes Roth to the Rescue

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Hidden Taxes Roth to the Rescue

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When Breaking the “Save Roth for Last” Rule Actually Makes Sense

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When Breaking the “Save Roth for Last” Rule Actually Makes Sense

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The 4% Rule is Not a Plan

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The 4% Rule is Not a Plan

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Gain Spending Flexibility

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Gain Spending Flexibility

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Retire Smarter Not Harder

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Retire Smarter Not Harder

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How 7.6% Retirement Withdrawal Can Be As Safe As 4%

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How 7.6% Retirement Withdrawal Can Be As Safe As 4%

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Retire Smarter

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Retire Smarter

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Beat Taxes & Diversify

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Beat Taxes & Diversify

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Work Longer? Enjoy Life?

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Work Longer? Enjoy Life?

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Fix Lifestyle Risk Now!

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Fix Lifestyle Risk Now!

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$3M And Still Working

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$3M And Still Working

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Huge Stock & No Tax

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Huge Stock & No Tax

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Market Drop Fears

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Market Drop Fears

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They Lost $440k

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They Lost $440k

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Retirement: What's Next?

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Retirement: What's Next?

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Concentration is Risky in Retirement

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Concentration is Risky in Retirement

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Your Portfolio Needs to Work Harder

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Your Portfolio Needs to Work Harder

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62 with $3M Saved - Am I Crazy for Still Working?

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62 with $3M Saved - Am I Crazy for Still Working?

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Master Business Sales Tax

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Master Business Sales Tax

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Donate Stock - Slash Taxes

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Donate Stock - Slash Taxes

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Clarity After Selling Business

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Clarity After Selling Business

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Smart Diversification for Your Portfolio

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Smart Diversification for Your Portfolio

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How Millionaires Diversify a Huge Stock Position Without a Massive Tax Bill

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How Millionaires Diversify a Huge Stock Position Without a Massive Tax Bill

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Don't Miss These Hidden Costs

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Don't Miss These Hidden Costs

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Secure your Future after Business Sale

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Secure your Future after Business Sale

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Smart Giving Revealed

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Smart Giving Revealed

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Retirement Income for Business Owners Facing a Sale (What Most Miss)

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Retirement Income for Business Owners Facing a Sale (What Most Miss)

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Freedom after Business Sale

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Freedom after Business Sale

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Master Spending - Beat Volatility

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Master Spending - Beat Volatility

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Selling an $8M Business was the Easy Part — Retirement Wasn’t

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Selling an $8M Business was the Easy Part — Retirement Wasn’t

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Controlled vs. Forced Taxes

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Controlled vs. Forced Taxes

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Age 70 With a Large IRA - Here’s What to Do Before RMDs Start

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Age 70 With a Large IRA - Here’s What to Do Before RMDs Start

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The Military Decision Model That Changes Retirement Planning

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The Military Decision Model That Changes Retirement Planning

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What Retired Millionaires Do For Retirement Income

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What Retired Millionaires Do For Retirement Income

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Most Retirees Get This Wrong

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Most Retirees Get This Wrong

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The One Trick Retired Millionaires Use to Pay Themselves Forever

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The One Trick Retired Millionaires Use to Pay Themselves Forever

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