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Retirement has the potential to make up 1/3 of your life, so naturally your experience will change as you pass through its various phases. Nathan discusses how we evolve through the three phases of retirement, and what we can do to prepare ourselves for the journey. Also, on our MoneyTalk Moment in Financial History, Nathan and Steve tell the story of how John Pierpont Morgan built the first US industrial empire and carried the weight of a nation on his shoulders. Hosts: Nathan Beauvais CFP®, CIMA®, CPWA® & Steven Beauvais; Air Date: 11/19/2025; Original Air Date: 6/26/2024. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!

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100 episodes