businessFeb 25, 202525:30pending
The Best of Refining Retirement Podcast - Minimizing Expenses
About this episode
Dana and Brad discuss insurance expenses in retirement as well as ways a retirement planner can help you.
Takeaways:
Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities.
Takeaways:
- If you want to retire early, building a retirement plan can potentially help you save on insurance costs until you can get on Medicare.
- A retirement planner can help you optimize your Social Security, Taxes, and so much more.
- Download our FREE helpful resource, “The Value of an Objective Opinion”
Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities.
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