In this conversation, Chris and John of Prospect Wealth Advisors discuss the importance of having a comprehensive retirement plan and estate plan. They emphasize the need for a customized plan that takes into account individual goals and circumstances. They also highlight the significance of having a reliable income plan and considering potential changes in taxes and social security. The conversation touches on the importance of estate planning and the potential consequences of not having an up-to-date plan. Chris and John offer a free financial plan review and an estate planning offer to help individuals navigate their retirement and estate planning needs. In this conversation he discusses the importance of estate planning and share stories of celebrities who neglected to update their estate plans, resulting in unintended consequences for their loved ones. They emphasize the need to regularly review and update estate plans to ensure that assets are distributed according to the individual's wishes. The conversation also touches on topics such as Roth conversions, diversification in investment portfolios, and the benefits of having a comprehensive estate plan.

Reach out to Chris or Jon at 602-497-1322 or https://www.prospectwealthadvisors.com/

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