• Year-End Financial Planning

  • 2024/12/10
  • 再生時間： 16 分
  • ポッドキャスト

Year-End Financial Planning

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  • In this episode of Success in the New Retirement, hosts Damon Roberts and Matt Deaton discuss the importance of year-end financial planning and setting goals for the upcoming year. They emphasize the need for a solid financial plan, especially as individuals approach retirement. The conversation covers investment strategies, the significance of understanding one's portfolio, and the benefits of seeking a second opinion on financial plans.

    For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!

    See omnystudio.com/listener for privacy information.
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あらすじ・解説

In this episode of Success in the New Retirement, hosts Damon Roberts and Matt Deaton discuss the importance of year-end financial planning and setting goals for the upcoming year. They emphasize the need for a solid financial plan, especially as individuals approach retirement. The conversation covers investment strategies, the significance of understanding one's portfolio, and the benefits of seeking a second opinion on financial plans.

For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!

See omnystudio.com/listener for privacy information.
続きを読む 一部表示

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