• Retire Right - Financial Naughty or Nice List 12282024

  • Dec 31 2024
  • Length: 50 mins
  • Podcast

Retire Right - Financial Naughty or Nice List 12282024

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  • Summary

  • -- When we were growing up, we all knew about Santa’s Naughty or Nice list. Santa would write your name in his big book, deciding if you’ve been Naughty or Nice this year. And admit it. Your behavior improved as the calendar got closer to Christmas. So today, we’re going to have [ADVISOR] step into the boots of our Retirement Santa. What retirement scenarios could fall under Naughty or Nice? Let’s find out…

    --We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement for you. So give Shawn and his team a call to see where your portfolio stands during any market changes, 248-988-9696.

    ---Catch us on our local radio show!
    101.5 The Patriot, Saturdays 6 A.M., Sundays 7 P.M.
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