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The Importance of Legacy Planning in Retirement
Manage episode 436465395 series 2662145
This week, Damon Roberts and Matt Deaton discuss various topics related to retirement planning, including tax strategies, income planning, and legacy planning. They emphasize the importance of having a comprehensive plan that addresses all aspects of retirement, including maximizing guaranteed benefits, controlling spending, and investing wisely.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
282 つのエピソード
Manage episode 436465395 series 2662145
This week, Damon Roberts and Matt Deaton discuss various topics related to retirement planning, including tax strategies, income planning, and legacy planning. They emphasize the importance of having a comprehensive plan that addresses all aspects of retirement, including maximizing guaranteed benefits, controlling spending, and investing wisely.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
282 つのエピソード
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