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Your Retirement Playbook

Aug 19, 2022

All beneficiaries are not equal, and it is the same for assets! Tax diversification in your legacy plan is a great thing! You worked hard for the retirement you want, and you want to enjoy it, but once you have passed on, who gets it, and how should they use it? Call now to schedule your complimentary Next Steps...


Aug 18, 2022

Is volatility keeping you up at night? Does volatility really matter? Volatility is uncomfortable and painful in certain parts of investing in the market. Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com.

 

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Aug 17, 2022

How long do you plan on being around – will you outlive your life expectancy? Can inflation destroy your retirement plans? Your financial journey may last a long time, and are you prepared? Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at


Aug 16, 2022

In this episode of Your Retirement Playbook, we will discuss a case study! Our first segment will lay out the whole case and focus on what to consider before retirement; we hope you enjoy it! Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at


Aug 15, 2022

Thank you for tuning into Your Retirement Playbook! This show will discuss preparing for retirement, inflation, volatility, and tax diversification. Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com

 

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