Premier Retirement with Matt Pontius
Four Questions About Retirement with Matt Pontius.
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9 episodes
401K & IRA Questions
401k rollovers, IRA rollovers, questions and concerns from clients and prospects.
The Client Experience
What clients can expect throughout the discussion process with Premier Wealth.
Four Questions About Retirement
The Secure Act 2.0
Discussing retirment planning and the Secure Act 2.0. Discussing tax planning and investment planning as it relates to new legislature.
Would You Rather
Retriement planning and having some fun with a "would you rather" scenario.
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