On this week's episode, Aaron Vincent and Matt Decker discuss the importance of year-end financial planning, focusing on strategies for retirement, tax planning, and understanding the implications of Required Minimum Distributions (RMDs). They emphasize the need for clients to be proactive in their financial decisions, particularly as the year draws to a close. The discussion also delves into the often-overlooked fees associated with financial services, highlighting how these can impact retirement savings.
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