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Tag: 72t

December 16, 2025By Paula Pant

#669: Q&A: 44 Years Old, $2 Million Saved – Why They’re Still Hesitant to Downshift

They’ve done everything right on paper. Mid-40s, nearly $2 million saved, clear spending numbers, and a realistic plan to downshift work within the next five to seven years. And yet, the hesitation is real.

In this Q&A episode, we unpack the hesitation that shows up right before a major financial transition, even when the numbers […]

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