• Is Your Retirement The Focus?

  • Feb 11 2025
  • Length: 12 mins
  • Podcast

Is Your Retirement The Focus?

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  • Summary

  • Does your advisor address how you’ll use your money in retirement? Have they helped you create a plan to be tax-efficient with your portfolio when you stop working? Hear insight into those questions, plus Greg’s “why” on this week’s episode.

    Wondering if you’re on track for retirement? Fill out this short form for a free consultation.

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