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What you Need for a Happy Retirement
Episode 60

What you Need for a Happy Retirement

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

December 9, 202350m 56s

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Show Notes

What makes retirement a happy experience? We will discuss elements needed to achieve your plan to get you there. Big changes coming for retirement planning in the new year we will discuss what you need to know. Annuities could be a value add to your portfolio. We will dive in on annuity possibilities.

If you have any questions about retirement planning

call Elevated Financial Management 866-668-3625.

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

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Topics

RetirementRetirefinanceInvestbudget401kTSP403bIRAstockbondmoneymarketplaneducationmedicaremortgageRMDrequiredminimumdistributionsocialsecuritytaxlongtermcareinsuranceriskincomevolatilityadvisoradviser