In this episode of Horizon Wealth Retirement, Dan discusses the importance of proactive tax planning, investment strategies for retirement income, and the significance of conducting a financial annual review. He emphasizes the need for personalized financial planning that aligns with individual goals and lifestyles, especially for those considering relocation in retirement. The conversation also highlights the first steps in financial planning and what clients can expect during their initial meetings. Get your FREE 30minute Consultation TODAY! See omnystudio.com/listener for privacy information.

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