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Episode 71 – Your Annual Plan Review – With Tom Black
Archived series ("Inactive feed" status)
When? This feed was archived on September 02, 2022 14:46 (). Last successful fetch was on July 27, 2022 20:04 ()
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 271511372 series 2365731
Is your financial plan ever really complete?
In this episode of Your Retirement Solution Podcast, Tom Black from The Retirement Solution explains the review process and what your annual or even semi-annual review with your financial planner should look like.
In this episode, you will learn:
- Why it is important to meet with your financial planner regularly and discuss life changes
- How your annual review is a time to make adjustments to your financial plan
- Why tax changes may have you adjusting your written plan
- What you want your plan to do now and in the future
- And more!
Tune in to learn how to get the most out of your annual review so that you can retire on your own terms and live life to the fullest!
Resources: The Retirement Solution | Your Retirement Solution Podcast
DA-001667.1
100 episodes
Archived series ("Inactive feed" status)
When? This feed was archived on September 02, 2022 14:46 (). Last successful fetch was on July 27, 2022 20:04 ()
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 271511372 series 2365731
Is your financial plan ever really complete?
In this episode of Your Retirement Solution Podcast, Tom Black from The Retirement Solution explains the review process and what your annual or even semi-annual review with your financial planner should look like.
In this episode, you will learn:
- Why it is important to meet with your financial planner regularly and discuss life changes
- How your annual review is a time to make adjustments to your financial plan
- Why tax changes may have you adjusting your written plan
- What you want your plan to do now and in the future
- And more!
Tune in to learn how to get the most out of your annual review so that you can retire on your own terms and live life to the fullest!
Resources: The Retirement Solution | Your Retirement Solution Podcast
DA-001667.1
100 episodes
All episodes
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