• The Importance of Legacy Planning in Retirement

  • 2024/08/27
  • 再生時間： 19 分
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The Importance of Legacy Planning in Retirement

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  • 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.
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あらすじ・解説

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.
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