• Is Your Retirement The Focus?

  • 2025/02/11
  • 再生時間: 12 分
  • ポッドキャスト

Is Your Retirement The Focus?

  • サマリー

  • Does your advisor address how you’ll use your money in retirement? Have they helped you create a plan to be tax-efficient with your portfolio when you stop working? Hear insight into those questions, plus Greg’s “why” on this week’s episode.

    Wondering if you’re on track for retirement? Fill out this short form for a free consultation.

    ___________________

    See omnystudio.com/listener for privacy information.

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あらすじ・解説

Does your advisor address how you’ll use your money in retirement? Have they helped you create a plan to be tax-efficient with your portfolio when you stop working? Hear insight into those questions, plus Greg’s “why” on this week’s episode.

Wondering if you’re on track for retirement? Fill out this short form for a free consultation.

___________________

See omnystudio.com/listener for privacy information.

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