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Avoiding Financial First Date Fumbles: Red Flags in Retirement Planning
Manage episode 407501677 series 3561334
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What are the parallels between first dates and retirement planning red flags? From memorable first dates, including a surprise football game invitation, Kevin shares personal anecdotes that lead to discussing the importance of avoiding financial first date fumbles in retirement. Kevin identifies the top red flags he encounters, such as the absence of a comprehensive financial plan, and emphasizes the need for a roadmap to navigate the retirement journey successfully. Discover why having a solid financial plan is the ultimate home run for a secure and stress-free retirement. Tune in to learn more about dodging financial red flags and ensuring your retirement plan is a lasting love story.
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