Retirement Evolved With Adam & Lauren
Welcome to the Retirement Evolved podcast, where Adam Bruno, Certified Financial Fiduciary and Founder & President of Evolution Retirement Services, shares his insights and ideas to help you navigate your retirement years with confidence. Adam is passionate about helping families who have worked hard all their lives to achieve financial prosperity and accomplish their goals. He believes in building strong relationships with his clients and creating customized financial plans tailored to meet their specific needs, whether it's estate planning, taxes, 401k's, Roth IRA's, or more. Tune in and let Adam be your trusted resource for all your retirement planning needs. Join us on a journey to Evolve - Tune in Now! Investment advisory services are offered through Evolution Wealth Management Inc., an investment advisor registered with the State of Florida. Insurance services provided by Evolution Retirement Services. Evolution Wealth Management and Evolution Retirement Services are affiliated entities.
Retirement Evolved With Adam & Lauren
Ep 23 Year Financial To-Do’s, Is Cash Where It’s At Right Now & Christmas Movies
This week Adam talks about the importance of being sure you’re doing what you need to do financially at the end of the year. Also, with the way the market is behaving lately, is cash really king right now? Adam discusses the advantages and pitfalls of that idea, and the top grossing Christmas movie list is out, did his beloved Die Hard actually make the list? The Retirement Evolved Podcast with Adam Bruno covers anything, and everything so don’t miss an episode. Join us every week as personal wealth manager and certified financial fiduciary Adam Bruno talks retirement planning, 401k’s, social security, investing and more.
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Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!