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Mastering Year-End Financial Planning

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Manage episode 445255912 series 3561334
内容由Kevin Madden提供。所有播客内容(包括剧集、图形和播客描述)均由 Kevin Madden 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Kevin discusses the importance of end-of-year financial planning, particularly focusing on required minimum distributions (RMDs) and strategic withdrawals from retirement accounts. He emphasizes the need for a personalized retirement roadmap to ensure financial security and confidence in retirement. The discussion also touches on the significance of estate planning and how to ensure heirs can access assets. Overall, the conversation highlights the necessity of having a clear financial plan to navigate retirement successfully.

Get Your Complimentary Retirement Roadmap

Your roadmap will include:

See omnystudio.com/listener for privacy information.

  continue reading

117集单集

Artwork
icon分享
 
Manage episode 445255912 series 3561334
内容由Kevin Madden提供。所有播客内容(包括剧集、图形和播客描述)均由 Kevin Madden 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Kevin discusses the importance of end-of-year financial planning, particularly focusing on required minimum distributions (RMDs) and strategic withdrawals from retirement accounts. He emphasizes the need for a personalized retirement roadmap to ensure financial security and confidence in retirement. The discussion also touches on the significance of estate planning and how to ensure heirs can access assets. Overall, the conversation highlights the necessity of having a clear financial plan to navigate retirement successfully.

Get Your Complimentary Retirement Roadmap

Your roadmap will include:

See omnystudio.com/listener for privacy information.

  continue reading

117集单集

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