Reviewing and Adjusting Your Retirement Portfolio

In this episode of Next Chapter Living, Steven Sabo discusses the importance of conducting a mid-year financial checkup for retirement planning. He emphasizes the need to review and make adjustments to retirement portfolios, tax situations, and income levels. Steven also addresses the significance of planning for potential changes that may arise from an election year. The conversation highlights the value of seeking professional advice and taking proactive steps to ensure financial stability and peace of mind.

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