Making the Most of Your Golden Years with Strategic Planning
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Making the Most of Your Golden Years with Strategic Planning
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About this listen
Unlock the secrets to a fulfilling retirement as we sit down with Michael Shelton from Summit Wealth Group's Memphis office. Have you ever wondered how you'd spend a Saturday free of obligations? Michael’s holistic approach to retirement planning encourages clients to envision just that, helping you craft a clear picture of your financial goals. We cover essential retirement accounts like 401(k)s, 403(b)s, and Roth options, stressing the importance of employer matches as "free money."
We wrap up by emphasizing the emotional satisfaction advisors feel when helping clients achieve their retirement dreams. Don’t miss out on this episode loaded with valuable insights—share it with friends and subscribe for more expert advice on reaching your financial summit!
Show Notes
Resources Mentioned:
● Summit Wealth Group: Website
● Contact: info@summitwealthgroup.com
Connect with Us:
● Follow us on Instagram: @summitwealthgroup
● Like us on Facebook: Facebook
● Join our LinkedIn Group: LinkedIn
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