Coming up today on Design, Grow, Protect with Rob Taylor we're going to be talking a little bit about a few of the common financial planning rules of thumb. We will also talk about how potentially they're outdated and these retirement rules can really threaten your planning future. And so it's important to understand that we offer protective planning strategies to help you get through some of these rules of thumb and help you understand how you can apply them to your own circumstance.

If you have any questions concerning your retirement

call Rob Taylor 800-430-2030 or click here to visit our website.

Retire, Retiring, Retirement, Plan, Save, 401K, Roth, Pension,

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Ready to dive into the world of retirement planning? In this episode, Rob Taylor and Morgan break down everything you need to know to secure your financial future. From income planning and expense management to savvy investment strategies and estate planning, they cover all the bases to help you craft a solid, personalized retirement plan. You’ll hear real-life, relatable scenarios, and expert insights that make complex topics feel approachable. Whether it’s managing healthcare costs, navigating market swings, or ensuring long-term care, Rob and Morgan stress the importance of a comprehensive approach. Plus, they’re offering complimentary appointments to help you map out your unique path to retirement. Tune in and take control of your financial journey with confidence!

If you have any questions concerning your retirement call Rob Taylor 800-430-2030 or click here to visit our website.

Retire, Retiring, Retirement, Plan, Save, 401K, Roth, Pension,

See omnystudio.com/listener for privacy information.