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January 15, 2025 33 mins

Marc Geels discusses the critical aspects of financial planning for retirement. They emphasize the necessity of having a written financial plan, understanding inflation's impact on retirement savings, navigating the complexities of investment choices, and preparing for healthcare costs. They also cover tax strategies to minimize liabilities and the importance of legacy planning to ensure efficient asset distribution. The discussion highlights the need for collaboration with financial professionals to create a comprehensive retirement strategy. To learn more visit EFS4U.com or call 712-224-4651

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