• Navigating Market Trends and Portfolio Adjustments

  • Jun 4 2024
  • Duración: 21 m
  • Podcast

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Navigating Market Trends and Portfolio Adjustments

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  • Resumen

  • 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

    See omnystudio.com/listener for privacy information.
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Economía Finanzas Personales
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