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What if your wealth strategy could be explained by three types of plants: a redwood, a pear tree, and a bush? Each represents a different approach to building, diversifying, and preserving wealth.

In this video, Hunter Brockway with Boca Retirement Strategies explains how to identify your current strategy and decide when it may be time to branch out.

You’ll learn:

• How concentration can build wealth while creating greater risk • Why diversification may help preserve what you’ve accumulated • How to approach concentrated stock or business ownership before retirement • How cash reserves, Roth conversions, withdrawal planning, and Medicare thresholds can affect the transition

If you’re between 50 and 65, this framework can help you evaluate whether your current strategy fits the next stage of your financial life.

This content is for educational purposes only and should not be considered individualized financial, tax, legal, or insurance advice. Consult qualified professionals regarding your specific situation.

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