• Mastering Financial Planning for the New Year

  • Jan 21 2025
  • Length: 12 mins
  • Podcast

Mastering Financial Planning for the New Year

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  • Summary

  • This week on Success in the New Retirement, Matt Deaton discusses the current financial landscape as the new year begins. He explores the importance of tax strategies, market trends, and the necessity of having a solid financial plan. The conversation emphasizes the challenges of timing the market, the impact of losses on investments, and the need for risk management, especially for retirees.

    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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