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The Importance of Having a Written Financial Plan for Retirement.
Episode 61

The Importance of Having a Written Financial Plan for Retirement.

Elevate Your Wealth with Mark Stimpson and Casey Elkins · Mark Stimpson, Casey Elkins

December 16, 202350m 54s

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Show Notes

On this week’s show having a written financial plan for retirement is vital. We discuss the ingredients. Retirement is approaching for all of us, how’s your portfolio protected? How will you handle a sudden unplanned retirement? We dive in on what you can do.

If you have any questions about your retirement scenario

call Elevated Financial Management 866-668-3625. 

Planning, Retirement, Diversification, Taxes, 401K, IRA, Roth

See omnystudio.com/listener for privacy information.

Topics

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