Having Retirement Assets Doesn’t Mean You Have a Retirement Strategy
In this podcast, we welcome back the financial team of Jim and Lisa Burns come back to provide our listeners with helpful information on planning beyond the accumulation of assets. Thinking about: Diversification Strategies Knowing your options on distributions and tax implications Creating, monitoring and communicating your strategy. There is much to think and act on in this informative discussion. You will want to listen and share this one! About Creative Financial Group: Jim and Lisa Burns, husband and wife team with CREATIVE Financial Group, help individuals, families, and business owners reach their financial goals by addressing their unique needs and designing solutions around those specific priorities. Jim has been an advisor with CREATIVE for 30 years and is Series 6 and 63 Securities licensed. Both Jim and Lisa hold their Life, Accident, and Health Insurance licenses. To learn more, please visit them online at www.jamesfburnsjr.com or reach out directly at jburns@1creative.com or lisaburns@1creative.com. “Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 16 Campus Boulevard, Newtown Square, PA 19073. 610.325.6100. The views and opinions expressed are those of the program participants and are not necessarily those of MML Investors Services LLC. The material is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment professional. -- CRN202703-5954381”