#6 - Navigating the Financial Labyrinth: Why the Right Questions Can Save Your Retirement

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Ever wondered if you’re just one question away from safeguarding your retirement? Dive in and discover the power of asking the RIGHT questions.

In this episode, Eric  delves deep into the maze of retirement distribution planning. Every decision, every distribution, has consequences—some of which you might not see coming. With retirement assets on the line, do you have the assurance that you’re asking the right questions?

Step into an enlightening conversation that not only highlights the importance of expertise but also equips you with the tools to safeguard your financial future. Don’t miss out!

 Key Highlights: 

• The ever-evolving world of tax laws and the intricacies of beneficiary designations: Are you updated?
• Trusting your financial advisor: The pivotal questions to ask and strategies to keep you ahead of the curve.
• Navigating the vast ocean of retirement planning: Knowing where to cast your net for the right answers. And much more!

Episode Resources: 

➡ Join the Simply Retirement Newsletter
➡ Ask a Question
➡ Ed Slott's 10 Questions to Ask Your Financial Advisor

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This commentary should not be regarded as a description of advisory services provided by Blake Wealth Management or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.