Listen "Financial Naughty or Nice List - December 28, 2024"
Episode Synopsis
-- When we were growing up, we all knew about Santa’s Naughty or Nice list. Santa would write your name in his big book, deciding if you’ve been Naughty or Nice this year. And admit it. Your behavior improved as the calendar got closer to Christmas. So today, we’re going to have [ADVISOR] step into the boots of our Retirement Santa. What retirement scenarios could fall under Naughty or Nice? Let’s find out…--We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement for you. So give Shawn and his team a call to see where your portfolio stands during any market changes, 248-988-9696.---Catch us on our local radio show! 101.5 The Patriot, Saturdays 6 A.M., Sundays 7 P.M.
More episodes of the podcast Retire Right with Shawn Mueller
Estate and Legacy Planning - August 09, 2025
12/08/2025
Behavioral Finance and You - August 02, 2025
04/08/2025
The Longevity Challenge - July 19, 2025
21/07/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.