))
Retirement Planning Changes and Updates w/ David McKnight
Manage episode 506165214 series 3585467
Content provided by Mark Byelich, CFP® and Mark Byelich. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Byelich, CFP® and Mark Byelich or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this special guest webinar, Mark and David McKnight discuss some of the important issues facing those planning for retirement or in retirement today. Issues such as:
- New 401k changes
- The biggest retirement mistakes we see
- How to use cash value life insurance in retirement planning
- The effects of tariffs on our country's finances
- Fiscal trajectory of the country
Be sure to tune in for this important discussion. Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation's top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies.
Visit our website: https://www.attleborowealth.com
41 episodes
Share
