
businessJun 29, 202326:52pending
The Best Of Refining Retirement Podcast - Your Retirement Roadmap
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About this episode
Dana and Brad discuss building a personal retirement plan as well as life insurance. Takeaways: - It is a good idea to speak with a retirement planner to make sure that your plan for retirement is feasible and optimized to your individual needs. - Life insurance has multiple uses other than paying out in the case of someone passing away, such as being able to take out loans or even use it as collateral at a financial institution. - Download our FREE helpful resource, “Will Your Money Last as Long as You Do? *"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."
Get every episode summarized
Each time The Best of Refining Retirement publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
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