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00:03 - Introduction and Business Investment Overview
03:26 - Preparing for Investment: Debt, Reserves, and Optimization
06:20 - Business as an Asset: Risks and Rewards
09:28 - Phase 1: Roth IRAs and First Home Purchase
13:01 - Phase 2: Health Savings Account and Real Estate Investments
18:03 - Phase 3: Life Insurance and Alternative Investments
22:12 - Phase 4: Roth Conversions and Self-Directing
26:18 - Importance of Spousal Benefits
28:43 - Navigating Challenges on the Financial Journey
31:45 - Role of Social Security in Retirement Planning
35:29 - Closing Thoughts and Future Planning Advice
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