On this episode of Golden Years Podcast, Mark discusses the current low tax environment and its implications for retirement planning. He emphasizes the importance of asset preservation over seeking high returns as individuals approach retirement. Mark also explores the concept of creating personal pensions through annuities, providing a guaranteed income stream that can enhance financial security in retirement.

Are You Ready to Embrace Your Golden Years?

Schedule an Appointment

Check out our Newsletter! 

Social Media: Facebook  LinkedIn  YouTube

See omnystudio.com/listener for privacy information.