• How Has Your Financial Plan Held Up So Far in 2024?

  • May 31 2024
  • Length: 50 mins
  • Podcast

How Has Your Financial Plan Held Up So Far in 2024?

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  • Summary

  • The conversation covers a range of financial planning topics, including monthly financial reviews, budgeting, inflation, retirement planning, Medicare open enrollment, employer-sponsored retirement plans, required minimum distributions, financial awareness, and Social Security claiming strategies. Troy Tremblay from Tremblay Financial Services provides insights and guidance on these topics, emphasizing the importance of financial discipline and seeking professional advice for comprehensive financial planning. The conversation covers financial planning topics for each month of the year, focusing on key actions and considerations for retirement and long-term care. It also delves into the impact of inflation on financial planning and the role of a financial advisor in navigating market volatility and retirement income planning.

    Reach out to Troy Tremblay and the team at Tremblay Financial Services by calling 888-607-2677 or https://www.tremblayfinancial.com/

    See omnystudio.com/listener for privacy information.
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