In this episode of Wealth Health Radio, Joe and Steve discuss the parallels between football and retirement planning.

In this episode of Wealth Health Radio, Joe and Steve discuss the parallels between football and retirement planning. They cover offensive strategies such as understanding goals, budgeting, learning about different investment vehicles, diversifying among asset classes, and building wealth. They also discuss defensive strategies including preventing gaps in your plan, having an emergency fund, and creating an estate plan. Additionally, they touch on special teams strategies such as managing charitable giving and planning for Social Security. The episode concludes with a discussion on building a game plan for retirement success. Call or text 800-930-5905. Visit MWMFinancial.Tax to learn more. See omnystudio.com/listener for privacy information.