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Marc Geels discusses the importance of having a written plan for retirement and the role of a financial advisor in helping individuals navigate the complexities of retirement planning.
- 2024/04/19
- 再生時間： 36 分
- ポッドキャスト
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Marc Geels discusses the importance of having a written plan for retirement and the role of a financial advisor in helping individuals navigate the complexities of retirement planning.
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サマリー
あらすじ・解説
In this conversation, Marc Geels discusses the importance of having a written plan for retirement and the role of a financial advisor in helping individuals navigate the complexities of retirement planning. He highlights some new rules and strategies that have emerged in retirement planning, such as Roth accounts in defined contribution plans and the ability to receive matching contributions from employers for student loan payments. Marc also emphasizes the significance of understanding sequence of return risk and the need for a comprehensive retirement plan that includes considerations for housing, working in retirement, and estate planning. To learn more visit EFS4U.com or call 712-224-4651.
Support the show: https://www.efs4u.com/
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