Episode notes
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 i ...
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retirementrefirementliferetirementplanningafterretirementretirement planningretirement perspectivesrefirement life