Dolph Janis of Clear Income Strategies Group digs into savings and uses a vacation discussion to get there. Dolph discusses three savings buckets – today, tomorrow, and never – and the importance of giving that saved money its jobs. Dolph then describes how this all fits into legacy planning and emergency funding. And Dolph shares how he can help people with this budget, by closely examining their retirement plans.
Schedule a 20 min., complimentary “Ask Anything” session with Dolph here or call 704-919-0149. If you want to attend either of Dolph’s seminars on Medicare, Social Security, and taxes on August 22nd or 23rd, call the office or go to GuardYourSavings.com to learn when and where these are and to RSVP. Light snacks and drinks will be provided.
Learn more about Dolph’s book “Cross the Bridge to Retirement” here.
See omnystudio.com/listener for privacy information.
See omnystudio.com/listener for privacy information.
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