Impact of Inflation-Review of Secure Act

Your Retirement With Sam Duell

English - December 05, 2022 20:20 - 51 minutes - 47 MB
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What are good questions to ask your financial professional in times of economic turmoil? Sam, Andi, and Luke cover some of these including long-term planning, diversification, and whether or not to change course. They also warn of retirement mistakes to avoid and offer reminders of the changes to legacy planning which came with the original Secure Act.

You can reach Duell Financial Strategies by calling 866-203-7486.

Duell Financial Strategies

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