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Darryl Rosen MBA, RICP @UCJUqh9oXbqSI1fjpDSbaGIQ@youtube.com

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Looking for a flat-fee, comprehensive financial plan with no


My dad is dying and I wanna share a special memory Nice way to build community in retirement #money #retirementplanning Client has health challenges. Which is why I want you to do this. #retirementplanning Many retirees forget to do this. #money #retirementplanning #financialplanning Your biggest expense in retirement is not on your bank statement #retirementplanning She wanted a pool - 4% rule said no. #retirementplanning Bad markets donā€™t cost you but these do. #retirementplanning Help now or later? 3 tips for handling this delicate matter. #retirementplanning Donā€™t let this expense in retirement destroy your budget #retirementplanning Client said something heartbreaking. #retirementplanning Could Eliminating Social Security Taxes Secure Your Retirement? #retirementplanning The Biggest Change to Social Security (and Why You Should Care) Most people ask the wrong question about retirement #retirementplanning Worried Elon is gonna take your social security? Consider this instead A hidden benefit to downsizing that nobody talks about Been wrongly accused of something? I have! 3 Money Truths That Are Hard to Swallow (But You Need to Hear) Would insurance have paid? #retirementplanning 1 thing I learned coping with the loss of Jillā€™s parents. Question: the financial services industryā€¦ Who does the benefit? #retirementplanning Need to get Organized? Here's how to get Started! Is Social Media killing retirees? BORING but important: Are your beneficiaries updated? #Retirementplanning This #retirementplanning #tax move must be done before 2024 ends. Strategies to declutter this holiday season (from my clients) #retirement, #retirementplanning #happ End-of-Year Tips: How Your Spending Mindset Shapes Retirement Happiness Maximize Your Savings With These Year-end Tax Tips #retirementplanning #money #retirementsavings Semi- retirement ā€¦ anyone? (There may be benefits.) #RetirementPlanning Will you be forced to retire? #retirementplanning The "You Need" this number to retire is the biggest MYTH in retirement planning #retirementplanning This spending strategy will pay dividends #retirementplanning irement When they want to retire, THIS is the question I ask. #retirementplanning Best Ways to Create Lasting Memories in Retirement The surprising (and effective) way my client spends money in retirement. #retirementplanning The stats lied. Will they lie to you as well? #retirementplanning 401K change are coming for older workers. Here are the details #RetirementPlanning The brutal truth about home ownership and retirement #retirementplanning Begin retirement this way #money #retirementplanning The brutal truth about Social Security. #retirementplanning The wrong kind of companion in retirement #retirementplanning This recent retiree isnā€™t happy. Hereā€™s why. #retirementplanning Wait, thereā€™s a difference?#retirementplanning This person thinks Iā€™m full of s***! Am I? (Donā€™t answer) #retirementplanning Big news from Social Security last week! #retirementplanning Spend more in retirement? #retirementplanning e It can be difficult to make meaningful change, but this quote helps #retirementplanning Stop contributing to your 401K? #retirementplanning Doing this increases happiness in retirement. Very interesting! #retirementplanning