2: The 4 Seasons of Planning with David Warshaw

Retirement Decoded

In the podcast Retirement Decoded by Money Pickle, with your host Steve Coughran and guest David Warshaw, President of The WealthPlan LLC, they introduce the concept of the "Four Seasons of Planning," a structured approach to financial planning that includes retirement and cash flow in the winter, tax planning and insurance optimization in the spring, estate planning in the summer, and investment reviews in the fall. This seasonal framework helps clients stay organized, manage their financial responsibilities, and reduce overwhelm by breaking down complex financial tasks into manageable parts throughout the year. By leveraging technology and a clear strategy, individuals can maintain control over their financial lives, ensuring they are well-prepared for retirement and beyond.
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