Maintaining Your Wealth Through Retirement

Retirement Roadmap

What if your wealth could grow and stand the test of time? This episode reveals the secrets that wealthy individuals use to maintain and expand their fortune. We dissect a fascinating Business Insider article and share five pivotal strategies, including the significance of a comprehensive financial plan encompassing budgeting, insurance, legacy planning, tax planning, and investments. Plus, we highlight why finding the right financial professional and sticking to a hands-off investment approach can make all the difference.
Have a topic or question you'd like Mark and Evan to address in a future episode? Email us at [e-mail] or call 770-980-9262.
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Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. The aforementioned are affiliated companies.

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פרקים

1. Maintaining Your Wealth Through Retirement (00:00:00)

2. Wealthy Retirement Planning Strategies (00:00:07)

3. Tax-Efficient Wealth Preservation Strategies (00:11:31)

4. Creating a Successful Retirement Plan (00:17:03)

5. Don't Let Fear Stop You (00:23:26)