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I once had a guy reach out to me who said, “Joe, I’ve been reading your book, watching your videos and reading your articles. I’m ready to trust your team with the $1 million in my 401(k) that I’ve saved over the last 30 years.” This was a big moment for him, and he had done a great job up to this point. He was certainly ready to retire; he just needed a better plan to ensure he could enjoy retirement.
