The first quarter of every year is a great opportunity for us to meet with our clients and discuss things like:
But this past quarter, we have had some significant volatility relative to what we’ve seen since 2022 when inflation topped out at 9.1%!!
There were some great takeaways I wanted to share in hopes that it will HELP YOU in your journey to plan for and execute a successful retirement…
I hope you enjoy this episode, and make sure to share it with a friend who is “PFR Nation” caliber! Thank you!
-Kevin
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This is for general education purposes only and should not be considered as tax, legal or investment advice.
