BIG NEWS & My Retirement Planning System скачать в хорошем качестве

BIG NEWS & My Retirement Planning System

I have some big news to share with you... I have launched my own wealth management firm, Rivertree Wealth! I'm excited to continue serving my clients and begin working with new clients in the future. To learn more about Rivertree and how we can help you, please visit www.rivertreewealth.com. Also, I wanted to share our system, the Rivertree System, with to give you more insight to how we approach retirement planning. Hopefully these insights give you an idea of how the different planning topics (taxes, investments, income, estate, etc) fit together. --------------------------- Website: https://www.rivertreewealth.com LinkedIn:   / jacobduke   Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast. 👉 Do you have your custom retirement strategy? If not, get started today: https://www.rivertreewealth.com/get-s... 🔔 Subscribe to the channel and press the bell icon so you never miss a video! DISCLAIMER: This video is not meant to be taken a tax, legal, or investment advice. All content is for educational purposes only.