Bio: Helping high achievers design a meaningful Second Act with clarity, purpose, and confidence beyond career success.

Bio: Early retiree- 11 years in at 50, spouse just retired, son 25. Aggressive Roth conversions- 2 yrs in. Goal is simplicity and freedom with finances!

Bio: Stoked!

Bio: Louisville-based Associate Advisor helping retirees enjoy financial peace of mind. Guiding smart decisions for a secure, stress-free retirement!

Bio: Ari's mom

Bio: Learning to retire with a purpose

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