))
Ep 92: Retirement 'I Wish I Had Knowns': Common Planning Regrets
Manage episode 421195572 series 3348047
Indhold leveret af John Iammarino & Thomas O‘Connell, John Iammarino, and Thomas O‘Connell. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af John Iammarino & Thomas O‘Connell, John Iammarino, and Thomas O‘Connell eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
While we love featuring guests on the show, John and Tom take a moment in this episode to touch on a topic close to their hearts: retirement planning regrets. Drawing from their years of experience, they discuss common pitfalls and missed opportunities that clients often face in the retirement planning process. From procrastinating on tax planning to overlooking key strategies, they explore the areas where they hear people say, 'I wish I had done this sooner!'
Important Info:
Securus Financial: https://www.gosecurus.com/
International Financial Advisory Group: https://www.internationalfinancial.com/
Call John: (858) 758-9889
Call Thomas: (973) 394-0623
94 episoder
Del
