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April 8, 2025 21 mins

This week, George Politarhos discusses the importance of building trust with clients in retirement planning, the critical need for long-term care planning, and the challenges of having difficult conversations about financial futures. He emphasizes the evolution of annuities and the necessity of balancing risk and safety in retirement strategies, ultimately focusing on creating personalized plans that cater to individual needs and comfort levels.

For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com!

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