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Planning Matters Radio
Peter Richon
December 30, 2023
A financially secure and happy retirement doesn't just happen it takes planning and some modifications as you get older In this video Peter with Richon Planning and Erin Kennedy walk through some mistakes Not Having a Plan Forgetting about Inflation Not Creating any Tax-Free Income Investing too Conservatively Taking on too much Risk as You near Retirement If you'd like to speak with a fiduciary advisor about creating a financial plan that is uniquely tailored to your financial goals please give Peter a call at - or set up a complimentary consultation by visiting www RichonPlanning com Retirement WealthManagement RetirermentMistakes [... more]
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