New Year, New Financial Goals

07/01/2025 18 min
New Year, New Financial Goals

Listen "New Year, New Financial Goals"

Episode Synopsis

In this episode, Dan Blair discusses the importance of financial planning as we enter the new year, emphasizing the need for sustainable retirement income strategies. He addresses common concerns about market volatility, the retirement crisis, and the uncertainty surrounding Social Security. Dan also highlights the significance of long-term tax planning and how it can benefit individuals across various income levels. New year, New YOU! New Retirement Plan!See omnystudio.com/listener for privacy information.