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Listen "Forget the Stock Market - Do you have a Tax Strategy?"
Episode Synopsis
All the attention lately has been on the markets – and understandably so. But Business Insider says times like these can make us forget about the other parts of financial planning, like tax strategies and estate planning, to name just a few. Should we keep our focus on stocks, or would this be a good time to take a more comprehensive look at our financial life? Call Kevin today, schedule a complimentary Portfolio Review! See omnystudio.com/listener for privacy information.
More episodes of the podcast Retirement Talk with Kevin Bock
The Essential Guide to Retirement Planning
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Navigating Market Volatility in Retirement
25/03/2025
A Proactive Approach to Retirement Planning
18/03/2025
The Six Pillars Explained
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Tax Reduction Strategies
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