The Smart Retirement Plan series continues with a discussion of Smart Review and Smart Income Streams. Have you heard from your advisor lately? It’s important to have your finances reviewed at least once a year to ensure you are on track to reach your goals.
Are your retirement savings safe and protected from loss? Are fees holding-back your portfolio?
Schedule a free consultation at https://thebuckeyeadvisor.com/contact-us/.
Call Woody Bowling at 937-974-6201
Episode 12
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August 19, 2022
This week, we continue our series on The Smart Retirement Plan. Woody discusses Smart Safe, Smart Risk and Smart Tax strategies for a successful...
00:52:00
Episode 15
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September 12, 2022
On this week’s episode of The Buckeye Advisor, Woody clears up a number of different misconceptions about retirement. Have you heard from your advisor...
00:52:00
Episode 68
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November 17, 2023
On this week’s show, Woody discusses the importance of having a plan you can count on – and how to generate income for life,...
00:52:00