• Unlocking Retirement Spending

  • Feb 11 2025
  • Length: 16 mins
  • Podcast

Unlocking Retirement Spending

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  • Summary

  • In this conversation, Damon Roberts discusses the importance of understanding the spending mindset in retirement, emphasizing that retirees should feel comfortable spending their savings. He highlights the necessity of comprehensive retirement planning that includes investment strategies, tax efficiency, and income sustainability. The discussion also touches on the attainability of financial independence in today's economy and the unique challenges faced by small business owners in planning for retirement.

    For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!

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