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In this episode of Money Matters with Deb and Laurie, the hosts discuss strategies to help listeners retire successfully. They draw parallels between football and financial retirement planning, emphasizing the importance of having a plan and understanding goals. The offensive plays include creating a budget, learning about investment vehicles, and building wealth. The hosts also cover defensive plays such as preventing gaps in the plan and creating an emergency fund. Additionally, they discuss special teams plays like managing charitable giving and optimizing social security benefits. The episode concludes with a reminder to work with a team and take action to achieve a successful retirement.
Reach out to Deb and Laurie at 800-932-5010 or
Money Matters
See omnystudio.com/listener for privacy information.
In this episode of Money Matters with Deb and Laurie, the hosts discuss strategies to help listeners retire successfully. They draw parallels between football and financial retirement planning, emphasizing the importance of having a plan and understanding goals. The offensive plays include creating a budget, learning about investment vehicles, and building wealth. The hosts also cover defensive plays such as preventing gaps in the plan and creating an emergency fund. Additionally, they discuss special teams plays like managing charitable giving and optimizing social security benefits. The episode concludes with a reminder to work with a team and take action to achieve a successful retirement.
Reach out to Deb and Laurie at 800-932-5010 or
Money Matters
See omnystudio.com/listener for privacy information.