America's Wealth Management Show
Top 5 Financial Planning Considerations
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:21:06
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Sinopsis
We’re still in countdown mode after watching the ball drop in Times Square on New Year’s Eve. Today, Dean Barber and Bud Kasper, CFP®, AIF® are going to count down our top five financial planning considerations. Retirement Plan Checklist: https://bit.ly/41X4YSW Financial Planning Tool: https://bit.ly/47pzLJ2 Meet with Us: https://bit.ly/3U2pAqC Don’t Retire Without Doing These 8 Things: https://youtu.be/nbF2B5efXtc Stress Testing Your Financial Plan: https://youtu.be/hN42aRqv-1g 4 Big Tax Mistakes Retirees need to Avoid: https://youtu.be/eTJV5UF9j4Q 5 Factors More Important Than Rate of Return: https://youtu.be/ji55KADdVYo