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Michelle Passoff’s Decluttering 55 Plus highlights how decluttering applies to life planning, especially for baby boomers. Guests Jeff and Judy Snyder stress the importance of starting retirement planning early, working with trusted advisors, preparing for rising taxes by using Roth IRAs for tax-free income, and regularly updating financial plans. They emphasize that retirement should align with personal values, not just finances, and that it’s an active, intentional phase of life requiring thoughtful preparation.


Key Takeaways:
*Start Financial Planning ASAP: The best time to start was yesterday; the second best time is now.

*Hire Trusted Experts: Choose advisors based on referrals, interviews, and gut trust.

*Beware of Tax Rate Risk: Future taxes may rise dramatically — consider Roth options now to protect retirement savings.

*Keep Revisiting Your Plan: Life and economic conditions change — your plan must adjust regularly.

*Balance Life and Finances: Understand personal values to guide retirement spending, investing, and life decisions.

*Mindset Matters: Let go of outdated beliefs that no longer serve your goals; continuous learning and flexibility are crucial.

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