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Ep 24. 2020 In Review - Financial Planning Tips to Help You Succeed in the New Year
Recession Proof Your Retirement Podcast
English - January 22, 2021 00:22 - 26 minutes - 24.5 MBInvesting Business Education david financial investing management planning retirement advice adviser author bend Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Ep 23. Descending Your Financial Mountain Without Any Fatalities
We have discussed a lot of topics to help investors recession-proof their retirement this past year. So, let's embark on a speed-dating course on what I feel are 4 significant topics we have covered. We’ll start out with a crucial philosophy to help us stay the course during these volatile times, then we’ll take a look at an outside of the box tax strategy, a risk we all face in retirement and a life insurance approach that even most sophisticated investors have never been introduced to.
Got to Podcast Show Notes for material related to the episode.
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