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What is a retirement plan and where does it begin?

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Manage episode 407411759 series 3561341
Content provided by Impact Partnership and Summit Wealth Strategies. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Summit Wealth Strategies 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://player.fm/legal.

Do you have a retirement plan that can achieve your personal and financial goals? Shawn O'Keefe and Dan Blair discuss one of the biggest steps in retirement, creating a plan. They breakdown the four pillars that each plan should consist of and talk about why future tax planning is so crucial for financial success.

See omnystudio.com/listener for privacy information.

  continue reading

93 episodes

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Manage episode 407411759 series 3561341
Content provided by Impact Partnership and Summit Wealth Strategies. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Summit Wealth Strategies 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://player.fm/legal.

Do you have a retirement plan that can achieve your personal and financial goals? Shawn O'Keefe and Dan Blair discuss one of the biggest steps in retirement, creating a plan. They breakdown the four pillars that each plan should consist of and talk about why future tax planning is so crucial for financial success.

See omnystudio.com/listener for privacy information.

  continue reading

93 episodes

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