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Podcast: Refirement Life - Where thriving, purpose, and reinvention meet.
Episode:  Having Retirement Assets Doesn’t Mean You Have a Retirement Strategy
Description: In this podcast, we welcome back the financial team of Jim and Lisa Burns come back to provide our listeners with helpful information on planning beyond the accumulation of assets. Thinking about:Diversification StrategiesKnowing your options on distributions and tax implications Creating, monitoring and communicating your strategy.There is much to think and act on in this informative discussion. You will want to listen and share this one!About Creative Financial Group: Jim and Lisa Burns, husband and wife team with CREATIVE Financial Group, help individuals, families, and business owners reach their financial...