Mastering Retirement: Essential Planning Strategies


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Jan 28 2025 20 mins   1

In this episode, the discussion revolves around essential aspects of retirement planning, including the significance of year-round tax planning, understanding investment returns, protecting assets, and preparing for long-term care. Kevin emphasizes the need for proactive strategies to ensure financial stability and security in retirement, addressing common concerns and misconceptions about tax preparation and market timing. The conversation also highlights the importance of personalized financial planning and building a relationship with a financial advisor.

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