Maximizing Enjoyment in Retirement w client circle guest Char Podcast Por  arte de portada

Maximizing Enjoyment in Retirement w client circle guest Char

Maximizing Enjoyment in Retirement w client circle guest Char

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In this episode, Steve Shyman discusses the various stages of retirement planning, emphasizing the importance of preparation, purpose, and financial security. He outlines the pre-retirement phase, the launch into retirement, the honeymoon phase, and the need for ongoing purpose and structure in retirement. The conversation also highlights the significance of working with fiduciaries and understanding investment management, as well as the critical role of tax planning in ensuring a secure retirement

If you have any questions about retirement planning call Wilsave Financial 833-945-7283

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Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes

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