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Why DIY Retirement Planning Could Cost You Your Future
Manage episode 422993510 series 3561344
Contenuto fornito da Impact Partnership and Kevin Bock. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Impact Partnership and Kevin Bock o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
While many of us turn to YouTube for DIY solutions to fix household items, attempting to manage your own retirement plan can lead to costly mistakes and missed opportunities. Kevin shares poignant stories, including a client who tragically worked longer than necessary because he misunderstood his retirement options. Kevin emphasizes the importance of professional guidance to secure guaranteed income, minimize taxes, and optimize your estate and legacy planning. Tune in to discover why working with a retirement specialist can ensure a secure and enjoyable retirement, and learn how Kevin’s comprehensive approach can address all facets of your financial future.
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