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Konten disediakan oleh Dave Hall, CPA, Dave Hall, and CPA. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Dave Hall, CPA, Dave Hall, and CPA 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.
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Tailoring a Risk-Based Retirement Plan to You

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Manage episode 394967134 series 2993685
Konten disediakan oleh Dave Hall, CPA, Dave Hall, and CPA. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Dave Hall, CPA, Dave Hall, and CPA 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.

Dave Hall and Christine Lee are here to dive deep into the world of retirement planning. They'll be unpacking the fascinating origins of Retirement Risk Advisors (RRA) and shedding light on the importance of tailoring risk-based retirement plans to suit each individual's unique needs and goals. You'll get to hear firsthand stories from Dave about how RRA came to be, along with insights into the dedicated team that makes it all happen.

But that's not all – they'll also be sharing their thoughts on the significance of having a retirement protection plan in place.
Key Takeaways:
1. Tailoring a risk-based retirement plan is crucial for a secure retirement. RRA focuses on customizing financial plans to meet individual needs, rather than a one-size-fits-all approach.
2. RRA offers comprehensive retirement planning services, including personalized risk assessment, tax optimization, and strategic planning to address various retirement risks. The emphasis is on empowering individuals to make informed decisions and implement customized solutions for long-term financial success.
Support the show

Follow us on Instagram: @retirementriskadvisors
Like us on Facebook: Retirement Risk Advisors

  continue reading

130 episode

Artwork
iconBagikan
 
Manage episode 394967134 series 2993685
Konten disediakan oleh Dave Hall, CPA, Dave Hall, and CPA. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Dave Hall, CPA, Dave Hall, and CPA 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.

Dave Hall and Christine Lee are here to dive deep into the world of retirement planning. They'll be unpacking the fascinating origins of Retirement Risk Advisors (RRA) and shedding light on the importance of tailoring risk-based retirement plans to suit each individual's unique needs and goals. You'll get to hear firsthand stories from Dave about how RRA came to be, along with insights into the dedicated team that makes it all happen.

But that's not all – they'll also be sharing their thoughts on the significance of having a retirement protection plan in place.
Key Takeaways:
1. Tailoring a risk-based retirement plan is crucial for a secure retirement. RRA focuses on customizing financial plans to meet individual needs, rather than a one-size-fits-all approach.
2. RRA offers comprehensive retirement planning services, including personalized risk assessment, tax optimization, and strategic planning to address various retirement risks. The emphasis is on empowering individuals to make informed decisions and implement customized solutions for long-term financial success.
Support the show

Follow us on Instagram: @retirementriskadvisors
Like us on Facebook: Retirement Risk Advisors

  continue reading

130 episode

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