Financial Planning Opportunities Amid Market Downturns: Planning Techniques

from Finance In A Flash · host Beacon Financial Strategies

On this episode of Finance In A Flash, we conclude our series titled: Financial Planning Opportunities Amid Marketdownturns.Throughout the episode, we cover several planning techniques such as Roth Conversions, Refinancing your mortgage, and reevaluating your budget, especially if you are in the distribution phase.As always, we thank you for listening and if you want to learn more about us go to BeaconFinancialStrategies.com

Episode metadata supplied by the publisher feed · Published Jul 15, 2020

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Financial Planning Opportunities Amid Market Downturns: Planning Techniques

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This episode was published on July 15, 2020.

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