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The Value Of Customizing Your Retirement Plan
Manage episode 432760462 series 3561345
Innhold levert av Impact Partnership and Brandon Bowen. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Impact Partnership and Brandon Bowen eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Brandon addresses the issues some retirees may face such as having to switch financial advisors, paying high fees, or having poor portfolio performance. He emphasizes the value of a customized retirement plan that addresses income streams, market investments, tax strategies, and personal goals.
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