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The Importance of Legacy Planning in Retirement
Manage episode 436438394 series 3561354
内容由Impact Partnership, Damon Roberts, and Matt Deaton提供。所有播客内容（包括剧集、图形和播客描述）均由 Impact Partnership, Damon Roberts, and Matt Deaton 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。
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
See omnystudio.com/listener for privacy information.
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