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Listen "Ep 24. 2020 In Review - Financial Planning Tips to Help You Succeed in the New Year"
Episode Synopsis
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. Interested in learning more about David? CLICK HERE
More episodes of the podcast Recession Proof Your Retirement Podcast
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Ep 36. Protection With a Purpose
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Ep 35. The Inside Scoop
30/12/2021
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