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In this episode Damon and Matt discuss if it's more beneficial to focus on your "End of Year Financial Planning" or if it's time to think forward into the next 6 months. Plus, something most advisors fail to do that drives Matt crazy. Also in this episode, inflation had its biggest surge in 30 years. What does that mean for your retirement plans and what's next?
For more information on Acute Wealth or to schedule a consultation, visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
By Damon Roberts, Matt Deaton4.9
1313 ratings
In this episode Damon and Matt discuss if it's more beneficial to focus on your "End of Year Financial Planning" or if it's time to think forward into the next 6 months. Plus, something most advisors fail to do that drives Matt crazy. Also in this episode, inflation had its biggest surge in 30 years. What does that mean for your retirement plans and what's next?
For more information on Acute Wealth or to schedule a consultation, visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.

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