New Year, Fresh Plan
Dec 13 2024
Length: 50 mins
Podcast

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New Year, Fresh Plan

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Summary
Luke and Lake cover how to prepare for retirement with a fresh, new year on the horizon. They discuss developing a balanced strategy, reviewing asset allocation, maxing out retirement contributions, and building liquidity. Anticipating the direction of interest rates and market volatility are also part of the conversation.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

www.duellstrategies.com

See omnystudio.com/listener for privacy information.

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