Golden Years: A Roadmap to Navigate RetirementNavigating Retirement: A Comprehensive Guide
Golden Years: A Roadmap to Navigate Retirement
At Golden Years Financial, Mark Cordner and his team help Boomers transition into the “Third Age” (or chapter) of their lives, a time of increased per…39 clip(s)
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In this episode Mark discusses the complexities of retirement planning, focusing on the importance of understanding 401(k) plans, the significance of legacy planning, and the urgency of tax strategies such as Roth conversions. He emphasizes the need for a comprehensive approach to financial planning that goes beyond just accumulating wealth, highlighting the emotional and social aspects of true wealth.
