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Grand Rounds - How do investments and taxes change as you approach retirement with Daniel Wrenne

Financial Residency
Financial Residency
Episode • Nov 27, 2023 • 32m

This episode is sponsored by Eckard Enterprises. To start empowering your financial future, visit www.EckardEnterprises.com

Daniel Wrenne talks about planning for retirement and how your mindset and goals for retirement can affect your investments and depletion of assets. The main takeaway from today's episode is: Make a plan, make a plan, make a plan!

If you are in need of a financial advisor, you can learn more about Daniel Wrenne at www.WrenneFinancial.com or email him at Daniel@WrenneFinancial.com You can also listen to his podcast Financial Vitals on the Financial Residency network.

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