Retirement planning is not just about investing correctly, it's made up of many complex plans working together. In this episode, Dale discusses what your plan should address and how to plan for both the climb to retirement and how to live a life without compromise while in retirement. If you want to talk to us about how you can improve your retirement plan- call us at 270.600.PLAN
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This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.