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Simon Says: Retirement Isn’t an Age

Simon Says: Retirement Isn’t an Age

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In this episode, Shelly Appleton-Benko and Tax and Estate Planner Simon Leon discuss the real definition of retirement. Rather than being defined by age, retirement is a shift in lifestyle, identity and financial structure. Together, Shelly and Simon unpack common myths around retirement and explore what modern retirement planning actually looks like beyond age 65 and why the old rules no longer apply.

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