Listen "Customizing Your Future"
Episode Synopsis
Since no family is average, and you cannot depend on the financial markets to stay average - one must create a unique plan that adheres to their needs and wants. You can start by meeting with a financial advisor, or take classes (sign up at HERE) and learn about strategies that are best for you.
This week on Retirement360, MWA advisors Alan and Troy, and host, Tony Vanetti try to answer these questions and more. You will learn to answer questions like:
How do I create a will? And, why is it necessary?
What does a Bull Market mean?
How do I protect myself should the Bull Market turn?
If I am nearing retirement, do I take the lump sum offer?
Tune in to why financial planning should be personal and customized and why no one solution is a cure all.
This week on Retirement360, MWA advisors Alan and Troy, and host, Tony Vanetti try to answer these questions and more. You will learn to answer questions like:
How do I create a will? And, why is it necessary?
What does a Bull Market mean?
How do I protect myself should the Bull Market turn?
If I am nearing retirement, do I take the lump sum offer?
Tune in to why financial planning should be personal and customized and why no one solution is a cure all.
More episodes of the podcast Retirement 360
What to Look For in 2025 - February 23, 2025
23/02/2025
Planning for Large IRAs - February 16, 2025
16/02/2025
Retirement Regrets - February 9, 2025
09/02/2025
Financial Habits to Break - February 2, 2025
07/02/2025
The American Dream - January 5, 2025
05/01/2025
Naughty or Nice - December 22, 2024
22/12/2024
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