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The Importance of Legacy Planning in Retirement
Manage episode 436438394 series 3561354
Contenuto fornito da Impact Partnership, Damon Roberts, and Matt Deaton. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Impact Partnership, Damon Roberts, and Matt Deaton 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.
This week, Damon Roberts and Matt Deaton discuss various topics related to retirement planning, including tax strategies, income planning, and legacy planning. They emphasize the importance of having a comprehensive plan that addresses all aspects of retirement, including maximizing guaranteed benefits, controlling spending, and investing wisely.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
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