The conversation revolves around retirement planning and the importance of having a checklist and a written plan. The hosts discuss the need for a comprehensive and customized retirement plan that takes into account investments, savings, risk tolerance, and expenses. They emphasize the importance of aligning risk tolerance and risk exposure and setting proper expectations to avoid disappointment. The hosts also touch on the topics of asset allocation, reallocation, and legacy planning. In addition, they share a taco review and offer a special estate planning package for listeners. In this conversation, the hosts discuss the importance of estate planning and the consequences of not having a proper plan in place. They share stories of individuals who faced challenges due to inadequate estate planning, including the late actor Phillip Seymour Hoffman and the hosts' own personal experiences. The hosts emphasize the need for everyone, regardless of age or income level, to have an estate plan in place. They also introduce a new technology-driven approach to estate planning that offers convenience and affordability.

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