In this episode of Money Matters, hosts Deb and Laurie discuss the evolving landscape of retirement planning, particularly for high net worth individuals and business owners. They emphasize the need for personalized strategies that account for tax efficiency, healthcare costs, and estate planning. The conversation also highlights the importance of identifying financial red flags and adapting to market changes. Listeners are encouraged to take proactive steps in their financial planning to ensure a secure retirement.
Reach out to Deb and Laurie at 800-932-5010 or
https://www.gvcpleasantgrove.com/money-matters-radio-show
See omnystudio.com/listener for privacy information.
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