Don’t DIY Your Retirement—Get a Second Opinion Before It’s Costly скачать в хорошем качестве

Don’t DIY Your Retirement—Get a Second Opinion Before It’s Costly

Ready for real talk about your money? In this episode of Right on the Money, host Dennis Mattern and Desmond Taylor of CLC Financial Services cut through the jargon and show why in-person, transparent planning beats clunky virtual meetings. You’ll see how informational workshops spark honest conversations across generations—and why the biggest “safe” myth (parking cash at the bank) can quietly erode your retirement through inflation, withdrawals, and RMDs. Thinking DIY? Get a no-obligation second opinion on your retirement plan—just like you would for a home remodel—so you can spot risks, fix leaks, and move forward with clarity. 👉 Watch now, then Like & Subscribe for more episodes. Key Takeaways • Face-to-face wins: Clear, efficient, and candid reviews lead to better decisions than screens and slides. • Silence can be costly: Promote financial literacy at home—shared questions uncover blind spots and opportunities. • “Safe” isn’t safe: Idle bank cash loses to inflation; add withdrawals/RMDs and you’re compounding negative returns—get a second opinion today. Disclosure: CLC Financial Services, LLC 609 Executive Place, Suite A Fayetteville NC 28305 Securities offered through CreativeOne Securities, LLC Member FINRA/SIPC and Advisory Services offered through CreativeOne Securities LLC an Investment Advisor and CreativeOne Wealth an Investment Advisor. CLC Financial Services, CreataiveOne Securities, LLC and CreativeOne Wealth are separate entities. We are not affiliated with or endorsed by any government agency, and do not provide tax or legal advice. Licensed insurance professional. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Past performance may not be used to predict or project future results. This material is for informational purposes only and should not be construed as a recommendation or advice for your particular circumstances. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).