• Year-End Financial Planning

  • Dec 10 2024
  • Length: 16 mins
  • Podcast

Year-End Financial Planning

Listen for free

View show details

  • Summary

  • 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.
    Show More Show Less
Show More Show Less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about Year-End Financial Planning

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews
No Reviews are Available