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This Could Be a Big Retirement Year
Episode 67

This Could Be a Big Retirement Year

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

February 17, 202451m 4s

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Show Notes

Coming up this week, we will discuss the latest retirement numbers from a recent survey from Allianz. Reaching retirement is your goal and there are many factors to consider. We will look at what is trending in retirement planning and what you should keep your eye on. Are you and your spouse compatible financially? We can help answer that question.

If you have any questions about your own retirement call Elevated Financial Management 866-668-3625 or click here to visit our website.

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

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Topics

RetirementRetirefinanceInvestbudget401kTSP403bIRAstockbondmoneymarketplaneducationmedicaremortgageRMDrequiredminimumdistributionsocialsecuritytaxlongtermcareinsuranceriskincomevolatilityadvisoradviser