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Mastering Year-End Financial Planning
Manage episode 445255912 series 3561334
Konten disediakan oleh Kevin Madden. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Kevin Madden atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
Kevin discusses the importance of end-of-year financial planning, particularly focusing on required minimum distributions (RMDs) and strategic withdrawals from retirement accounts. He emphasizes the need for a personalized retirement roadmap to ensure financial security and confidence in retirement. The discussion also touches on the significance of estate planning and how to ensure heirs can access assets. Overall, the conversation highlights the necessity of having a clear financial plan to navigate retirement successfully.
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