In this episode, financial advisor Matt Jackson discusses the importance of income planning and safe money strategies for a secure retirement. He outlines key factors to consider when crafting a retirement income plan, common mistakes to avoid, and various safe money investment options.
The conversation concludes with a success story of a couple who benefited from a well-structured income plan, highlighting the peace of mind that comes with strategic financial planning.
Click here to schedule an appointment with Matt and the team or call 970-229-1616.
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