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Navigating Market Trends and Portfolio Adjustments
Manage episode 421904910 series 3561354
Inhoud geleverd door Impact Partnership, Damon Roberts, and Matt Deaton. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Impact Partnership, Damon Roberts, and Matt Deaton of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
This week, Damon Roberts and Matt Deaton cover the importance of seeking financial advice, retirement planning, portfolio adjustments, and the impact of market trends on investments. They emphasize the need for a comprehensive financial plan and the potential risks of not having one. They also discuss the significance of tax planning and the role of financial advisors in retirement preparation.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
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