Family First Retirement

Quarterly Reviews: Your Key to Financial Success


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This week on Family First Retirement, George Politarhos and Jarred Politarhos discuss the importance of regular financial check-ins, particularly quarterly reviews, to ensure clients are on track with their retirement plans. They address current market concerns and the role of annuities in providing guaranteed income, emphasizing the need for a balanced approach to risk and safety in investments. The conversation also highlights specific strategies for women in retirement planning, acknowledging the unique challenges they face.

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Family First RetirementBy George Politarhos