Show Notes
Diane has $4.3 million, zero debt, a paid-off house, and a 95 out of 100 on her Financial Health Assessment. It is the highest score we have ever given on this show.
Her question is the one that comes after you win: can she stop maxing out her retirement accounts and be done working in three years?
In this episode I walk through her full assessment: what she nailed, the few points still on the table, and the moves that protect a plan this strong through the gap decade before retirement money unlocks.
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This podcast is for education and entertainment purposes only. Nothing mentioned is individualized financial, medical, or legal advice.
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