About this episode

Jeff and Brian discuss the importance of adapting wealth-building strategies for preservation and the need for multiple retirement plans.

In this episode Jeff and Brian discuss the strategies that built your wealth are not necessarily the ones that will preserve it. Also, why one retirement plan isn't enough anymore.

People in this episode

Host: Brian

Guest: Jeff

Topics covered

• wealth preservation
• retirement planning
• investment strategies
• financial planning

Keywords

• wealth
• preservation
• retirement plan
• investment strategies
• financial planning

Mentioned in this episode

Organizations: Madrona Financial Services

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