Retirement Roadmap Radio – Maintaining Wealth in Retirement

How the wealthy stay wealthy #1: Wealthy people have a financial plan and stick to it!

MARK FRICKS

ATLANTA – What if your wealth could grow and stand the test of time? This episode reveals the secrets that wealthy individuals use to maintain and expand their fortune. We dissect a fascinating Business Insider article and share five pivotal strategies, including the significance of a comprehensive financial plan encompassing budgeting, insurance, legacy planning, tax planning, and investments. Plus, we highlight why finding the right financial professional and sticking to a hands-off investment approach can make all the difference.

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