Page de couverture de Addressing Your Strategy

Addressing Your Strategy

Addressing Your Strategy

Écouter gratuitement

Voir les détails du balado

À propos de cet audio

 It may only be September, but now is a great time to access your end of year financial strategy. Pat and Jesse explain why doing it now can help you avoid the end of the year rush to get things done, and that you are prepared for 2026 with the perspective that fits your goals. They also talk about their new book The Journey Ahead: Building A Retirement Road Map, which is due any day in published form at the Keystone office.
Pas encore de commentaire