1284: Your Retirement Timeline

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Our guest today is a comprehensive wealth advisor, and specializes in helping clients within five years of retirement. Their process starts with sitting down and personalizing their client’s plans according to their goals. During the show today you’ll hear about year tax planning, capital gains legislation, estate planning, and much more.

EPISODE RESOURCES

• www.morrisseywealthmanagement.com
• www.retirewithryan.com
• https://www.voicesofdentistry.com/ – use code “COSTES10” for 10% off!
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• Visit the Dentalpreneur Podcast website
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• Dental Success Network