In this episode, financial advisor Matt Jackson discusses the importance of creating guaranteed income for retirement. He explores various sources of guaranteed income, including Social Security and annuities, and emphasize the need for a solid financial plan to ensure a steady income stream. Matt shares insights on tax strategies and investment structuring to minimize taxes and maximize income. He also highlights a success story of a client who achieved financial freedom through effective planning.

Click here to schedule an appointment with Matt and the team or call 970-229-1616.

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