On this episode, we'll be pointing out the most common areas people overlook when planning and provide actionable tips to ensure that your plan is as comprehensive as possible. The good news for anyone that feels they’ve overlooked any of these items is that they are all correctable by taking the time with an advisor to do some proper planning.
Here are some of the things we’ll address in this episode:
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Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts
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