• The Ideal Client for Retirement Planning

  • Jun 13 2024
  • Durée: 14 min
  • Podcast

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The Ideal Client for Retirement Planning

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  • Résumé

  • Aaron Vincent and Matt Decker are back to discuss the lack of education and misinformation surrounding annuities and they highlight the benefits of having an annuity as a part of retirement planning. Their discussion also touches on the importance of reaching milestones in the market and the need for diversification in investment portfolios. The guys emphasize the significance of considering risk tolerance and age when making investment decisions. The ideal client for retirement planning is someone who wants help and has realistic expectations.

    For more information visit www.retireatlradio.com

    See omnystudio.com/listener for privacy information.
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