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Women In Retirement
Manage episode 448598576 series 3561354
Contenido proporcionado por Impact Partnership, Damon Roberts, and Matt Deaton. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Impact Partnership, Damon Roberts, and Matt Deaton o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In this week's episode of Success in the New Retirement, Damon Roberts and Matt Deaton discuss the critical importance of financial planning, particularly for women who may outlive their spouses or face divorce. They emphasize the need for both partners to be involved in financial decisions to ensure security and peace of mind. The conversation also highlights the significance of understanding hidden fees in financial portfolios and the benefits of a thorough portfolio analysis to identify risks and improve tax efficiency.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com
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