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Joe Murphy discusses the critical financial red flags that individuals often overlook as they approach retirement.
Manage episode 495157150 series 2977845
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Joe Murphy discusses the critical financial red flags that individuals often overlook as they approach retirement. They explore economic indicators, the impact of interest rate cuts on various asset classes, and the importance of budgeting and planning for retirement. The conversation also delves into the psychological aspects of transitioning into retirement, tax strategies, healthcare planning, and the unique challenges faced by business owners and Gen Xers. The hosts emphasize the need for proactive planning and education to ensure a secure financial future. Call or text 800-930-5905. Visit MWMFinancial.Tax to learn more.
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1. Joe Murphy discusses the critical financial red flags that individuals often overlook as they approach retirement. (00:00:00)
2. TEASE BEGINS HERE (NOT DURING SOUND EFFECT) (00:00:01)
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