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Innhold levert av Tim Wood. Certified Financial Fiduciary®. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Tim Wood. Certified Financial Fiduciary® 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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The 4 steps to take to "Spring Clean" your retirement plan

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Manage episode 413027056 series 3355963
Innhold levert av Tim Wood. Certified Financial Fiduciary®. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Tim Wood. Certified Financial Fiduciary® 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.

In this week's episode, we'll explore what steps to take annually to give your accounts a good "Spring Cleaning." What does a big-picture view of retirement look like? How much of your retirement accounts should be protected from market events depending on your age? Do you know what your fees are? Are you sure your estate plan and beneficiary elections are correct? Isn't it time to get answers to the tough retirement questions now?
Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protecting your retirement dollars, guaranteed lifetime income plans, retirement tax planning, and more. Visit us online at www.SafeMoneyRetirement.com for more information or to get a FREE copy of Tim's bestselling book.
Safe Money Retirement® - Insuring Your Retirement Dreams

  continue reading

169 episoder

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iconDel
 
Manage episode 413027056 series 3355963
Innhold levert av Tim Wood. Certified Financial Fiduciary®. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Tim Wood. Certified Financial Fiduciary® 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.

In this week's episode, we'll explore what steps to take annually to give your accounts a good "Spring Cleaning." What does a big-picture view of retirement look like? How much of your retirement accounts should be protected from market events depending on your age? Do you know what your fees are? Are you sure your estate plan and beneficiary elections are correct? Isn't it time to get answers to the tough retirement questions now?
Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protecting your retirement dollars, guaranteed lifetime income plans, retirement tax planning, and more. Visit us online at www.SafeMoneyRetirement.com for more information or to get a FREE copy of Tim's bestselling book.
Safe Money Retirement® - Insuring Your Retirement Dreams

  continue reading

169 episoder

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