Your end of the year retirement planning meeting. What should you be talking about?

A 4th quarter meeting with your retirement planner should be more than just a check in. There are important issues involving rebalancing, tax and planning issue to revisit. Are you missing anything?

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Expedition Retirement by Golden Reserve
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Expedition Retirement by Golden Reserve

The Expedition Retirement by Golden Reserve podcast is for every-day retirees. We challenge financia…

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