Episode Details
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Your Written Financial Plan
Published 1 year, 10 months ago
Description
In this episode, Kelley Slaught discusses the importance of having a written plan for retirement and the benefits of a comprehensive and customized approach. She emphasizes the need for budgeting and tracking expenses, as well as creating income strategies in retirement. Kelley also highlights the importance of risk management, estate planning, and legacy passing. She provides insights into spousal financial strategies and ways to boost retirement savings.
You can reach Kelley by calling 800-810-8060.
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