In this episode, Kaitlyn Laney discusses the nuanced approach to retirement planning and investment strategies. She emphasizes the importance of understanding one’s investments, the potential pitfalls of relying solely on 401ks, and more.

Kaitlyn is a Certified Financial Planner based in Greater Scottsdale, Arizona. She specializes in asset allocation strategies and making tax-efficient investments to help clients maximize their wealth.

Connect with Kaitlyn here

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