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In this episode of Retire the Wright Way, Anthony Wright gives his answers for questions like - is Social Security really going broke? Should we buy gold because the crash of the dollar is imminent? Plus he'll give some advice on retirement for small business owners, as well as weigh in on some quotes from famous investors.

What's in Your Financial Junk Drawer?

This week, Anthony talks with Mark about cleaning out our "financial junk drawers" - filled with things like old life insurance policies, outdated estate plans, and old 401k statements - and why it's important to get them cleaned out. They finish up with some light banter on asking the right questions to direct you toward a meaningful, prepared retirement.

 


CDs and Money Markets ES



Avoiding Taxes



Early SS ES



Risky Investing ES



What is a good age to retire?



Wondering when to start saving for retirement?





Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@retirementspecialtygroup.com or call us at 931-RETIRED (738-4733) today!

Ask a Question and we may use it on TV or Radio

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

At Retirement Specialty Group, we can offer you the following products and services:

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Annuities

Wealth Management

Asset Protection

Life Insurance

Retirement Income Strategies

Tax-Efficient Strategies

Long Term Care Strategies

IRA & 401(k) Rollovers

Legacy Planning

We can also refer you to professionals who provide the following services:

» Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning

No-obligation Financial GPS Review and Complimentary Book Offer

Are you heading in the right direction? Fill out the form below to find out how you can receive a NO-OBLIGATION FINANCIAL REVIEW AND A COMPLIMENTARY COPY of Anthony’s book.

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Todd Pence offers investment advisory services through AE Wealth Management, LLC (AEWM). AEWM and Retirement Specialty Group are not affiliated entities.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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