Your end of the year retirement planning meeting. What should you be talking about?

Expedition Retirement by Golden Reserve - A podcast by Greg Aler

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A 4th quarter meeting with your retirement planner should be more than just a check in. There are important issues involving rebalancing, tax and planning issue to revisit. Are you missing anything? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.