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Innhold levert av Impact Partnership, Damon Roberts, and Matt Deaton. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Impact Partnership, Damon Roberts, and Matt Deaton 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.
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Navigating Market Trends and Portfolio Adjustments

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Manage episode 421914100 series 2662145
Innhold levert av Impact Partnership, Damon Roberts, and Matt Deaton. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Impact Partnership, Damon Roberts, and Matt Deaton 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.

This week, Damon Roberts and Matt Deaton cover the importance of seeking financial advice, retirement planning, portfolio adjustments, and the impact of market trends on investments. They emphasize the need for a comprehensive financial plan and the potential risks of not having one. They also discuss the significance of tax planning and the role of financial advisors in retirement preparation.

For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

See omnystudio.com/listener for privacy information.

  continue reading

284 episoder

Artwork
iconDel
 
Manage episode 421914100 series 2662145
Innhold levert av Impact Partnership, Damon Roberts, and Matt Deaton. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Impact Partnership, Damon Roberts, and Matt Deaton 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.

This week, Damon Roberts and Matt Deaton cover the importance of seeking financial advice, retirement planning, portfolio adjustments, and the impact of market trends on investments. They emphasize the need for a comprehensive financial plan and the potential risks of not having one. They also discuss the significance of tax planning and the role of financial advisors in retirement preparation.

For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

See omnystudio.com/listener for privacy information.

  continue reading

284 episoder

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