Fique off-line com o app Player FM !
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.
283 episódios
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.
283 episódios
Todos os episódios
×Bem vindo ao Player FM!
O Player FM procura na web por podcasts de alta qualidade para você curtir agora mesmo. É o melhor app de podcast e funciona no Android, iPhone e web. Inscreva-se para sincronizar as assinaturas entre os dispositivos.