This week on Retire ATL, Aaron Vincent and Matt Decker discuss the implications of a potential recession in 2025, emphasizing that while recessions can be challenging, they can also present opportunities for those who are well-prepared. They highlight the importance of having a solid financial plan, especially for those nearing retirement. The discussion also covers the upcoming expiration of the Trump tax cuts and the necessity of proactive tax strategies, including Roth conversions. Additionally, Aaron and Matt stress the importance of beneficiary planning and the need for individuals to have trusted financial advisors to navigate these complexities.

For more information visit www.retireatlradio.com!

This week on Retire ATL, Aaron Vincent and Matt Decker discuss the implications of a potential recession in 2025, emphasizing that while recessions can be challenging, they can also present opportunities for those who are well-prepared. They highlight the importance of having a solid financial plan, especially for those nearing retirement. The discussion also covers the upcoming expiration of the Trump tax cuts and the necessity of proactive tax strategies, including Roth conversions. Additionally, Aaron and Matt stress the importance of beneficiary planning and the need for individuals to have trusted financial advisors to navigate these complexities.
For more information visit <a href="http://www.retireatlradio.com">www.retireatlradio.com</a>!

Have you ever noticed that your financial landscape tends to get more complex over time? It’s no wonder, especially with so many moving parts to take into consideration.

Seeking help from multiple professionals in and around Atlanta to serve your various needs can also add to that complexity. That's why we've created our podcast, "Retire ATL." We want to help you retire with confidence.

Tune in weekly as we share insights geared to help you navigate retirement. Learn more about the team at Vincent Financial here: https://vincentplanning.com/

Investment advisory products and services made available through Impact Partnership Wealth, LLC (“IPW”), a Registered Investment Adviser. 3578509-05/24

Have you ever noticed that your financial landscape tends to get more complex over time? It’s no wonder, especially with so many moving parts to take into consideration.
Seeking help from multiple professionals in and around Atlanta to serve your various needs can also add to that complexity. That's why we've created our podcast, "Retire ATL." We want to help you retire with confidence.
Tune in weekly as we share insights geared to help you navigate retirement. Learn more about the team at Vincent Financial here: https://vincentplanning.com/
Investment advisory products and services made available through Impact Partnership Wealth, LLC (“IPW”), a Registered Investment Adviser. 3578509-05/24

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