Retirement Wealth Strategist Parker Holland joins Ashley Patterson and offers another great case study showing the strategies put in place for a couple to help them meet their lifestyle standards, still offering growth, and meeting legacy expectations.   Ashley and Parker discuss results from a BlackRock survey asking retirees and savers their favorite savings and growth vehicles and then dispel some myths on annuities.

You can reach Don Spini and Ashley Patterson by calling 800-514-4575.

DNA Wealth Partners

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