Financial Safari with Marty Nevel

It’s Your Legacy


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In this episode, Marty Neville discusses the importance of estate planning and the components that come under its umbrella. He emphasizes the need for a comprehensive and up-to-date estate plan to ensure that one's wishes are followed and to keep the government out of one's affairs. Marty also addresses the world's worst retirement planning advice, debunking the notion that Social Security benefits are enough to live off of in retirement. He highlights the importance of having a customized retirement plan and the dangers of following a one-size-fits-all approach. Additionally, Marty provides insights on protecting a 401(k) and offers tips for choosing a financial advisor.

You can reach Marty Nevel by calling 888-519-9096.

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Financial Safari with Marty NevelBy Marty Nevel