EPISODE · Jul 6, 2020 · 34 MIN
075 Case study - 4 years from retirement
from Money Over 50 · host Michael & Ali of Money Over 50 Financial Advisers
For all listener questions/feedback, please contact the team at [email protected] This episode looks at a case study for a stereotypical client couple of Dallas'. Using their example to highlight the importance of having a viable retirement plan and taking the steps needed to achieve it.
What this episode covers
For all listener questions/feedback, please contact the team at [email protected] This episode looks at a case study for a stereotypical client couple of Dallas'. Using their example to highlight the importance of having a viable retirement plan and taking the steps needed to achieve it.
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075 Case study - 4 years from retirement
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