Financial Safari with Marty Nevel

The Right Balance in Retirement


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Marty discusses various aspects of retirement planning, including the impact of a new presidential administration on retirement savings, the importance of regular financial check-ins, maximizing retirement contributions, maintaining emergency funds, utilizing health savings accounts, and the complexities of Roth conversion strategies. They emphasize the need for a balanced approach to financial planning and the importance of understanding tax implications.

Reach Marty at 888-519-9096.

Smart Money Solutions

www.smartmoneysolutionsmn.com

 

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Financial Safari with Marty NevelBy Marty Nevel