• In this conversation, Mal Mason and Chae Kyle discuss various topics related to financial planning and retirement.

  • Jul 5 2024
  • Duración: 54 m
  • Podcast

In this conversation, Mal Mason and Chae Kyle discuss various topics related to financial planning and retirement.  Por  arte de portada

In this conversation, Mal Mason and Chae Kyle discuss various topics related to financial planning and retirement.

  • Resumen

  • In this conversation, the hosts discuss various topics related to financial planning and retirement. They emphasize the importance of having an income plan that will last throughout retirement and offer a free financial review to help individuals recognize unnecessary losses in their portfolio and reduce taxes. They also discuss the impact of market volatility and inflation on retirement savings. The hosts highlight the need for a cautious approach when investing and provide guidance on minimizing tax liability. They encourage listeners to seek professional advice and avoid relying on friends and family for financial advice. The conversation concludes with an invitation for listeners to schedule a comprehensive financial review.

    See omnystudio.com/listener for privacy information.

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