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Joe Murphy discusses the importance of financial planning and the need for a thorough 'deep cleaning' of one's financial situation, especially as retirement approaches.
Manage episode 442312607 series 2977845
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Joe Murphy discusses the importance of financial planning and the need for a thorough 'deep cleaning' of one's financial situation, especially as retirement approaches. He emphasizes the significance of understanding interest rate changes, decluttering financial accounts, rebalancing investment portfolios, and preparing for unexpected expenses. The conversation also touches on the balance between frugality and necessary spending, the importance of healthcare planning, and the value of professional financial advice. Additionally, Joe highlights property tax considerations for Illinois residents, particularly seniors, and the importance of taking advantage of available exemptions. Call or text 800-930-5905. Visit MWMFinancial.Tax to learn more.
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章节
1. Joe Murphy discusses the importance of financial planning and the need for a thorough 'deep cleaning' of one's financial situation, especially as retirement approaches. (00:00:00)
2. TEASE BEGINS HERE (NOT DURING SOUND EFFECT) (00:00:01)
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