Budgeting Worksheet Template Page 5
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9RETIREMENT
Retirement savings hierarchy:
#1: __________________________________________________________
#2: __________________________________________________________
#3: __________________________________________________________
What’s the guiding principle of retirement investing?
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______________________________________________________________________
Two ways to accomplish this principle?
#1: __________________________________________________________
#2: __________________________________________________________
MONEY RULE #61: DIVERSIFY
Retirement: What are your takeaways?
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______________________________________________________________________
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