The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
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Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are going over a couple of questions to consider asking yourself before taking social security benefits.
We help retirees, families, and young couples manage their finances so that they can worry less about tomorrow and focus more on enjoying life and maximizing family time.
To find all my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe
Also, if you want to learn more about our financial planning packages, you can visit our financial planning page to learn more: www.desertwealth.net/financialplanning
If you have questions, please email me: isabelle.roethe@lpl.com
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Let's get financially healthy and wealthy together!
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Sources mentioned in this episode: