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On this episode of Mastering Your Wealth Podcast, David discusses essential strategies for navigating retirement, particularly in volatile markets. He emphasizes the importance of having a proactive financial plan to avoid common pitfalls such as selling investments during downturns. The conversation also touches on emerging trends in inheritance, where grandparents are increasingly choosing to pass wealth directly to grandchildren. Finally, David addresses the emotional adjustments that come with retirement, highlighting the need for couples to communicate and plan for their new lifestyle.
Help Protect, Preserve, and Expand Your Wealth TODAY!
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See omnystudio.com/listener for privacy information.
By David GagnonOn this episode of Mastering Your Wealth Podcast, David discusses essential strategies for navigating retirement, particularly in volatile markets. He emphasizes the importance of having a proactive financial plan to avoid common pitfalls such as selling investments during downturns. The conversation also touches on emerging trends in inheritance, where grandparents are increasingly choosing to pass wealth directly to grandchildren. Finally, David addresses the emotional adjustments that come with retirement, highlighting the need for couples to communicate and plan for their new lifestyle.
Help Protect, Preserve, and Expand Your Wealth TODAY!
Follow us on Social Media: Facebook and LinkedIn!
See omnystudio.com/listener for privacy information.