Planning for Life’s Final Chapter: Guest Jordan Duncan & Rachel Smith - September 6, 2025

08/09/2025 54 min
Planning for Life’s Final Chapter: Guest Jordan Duncan & Rachel Smith - September 6, 2025

Listen "Planning for Life’s Final Chapter: Guest Jordan Duncan & Rachel Smith - September 6, 2025"

Episode Synopsis

Download our FREE helpful resource, “Your Retirement Income Planning Checklist”Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor regarding your situation.Download our FREE helpful resource, “Your Retirement Income Planning Checklist”Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor regarding your situation.