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Making An Annual Financial Plan Checklist
Episode 8

Making An Annual Financial Plan Checklist

The Retirement Playbook · John Croze, John Goodhue

January 20, 202454m 30s

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Show Notes

In this episode John Croze and John Goodhue discuss making an annual financial plan checklist, how to pay for the soaring costs of elder care, eight mistakes that could upend your retirement, and what to expect when you come in for your complimentary consultation. 

Topics

investingretirement planningtaxes