About Riverbank Riches with Desmond Taylor: Navigating Financial Wisdom
Welcome to Riverbank Riches with Desmond Taylor where each episode is packed with financial wisdom to help you achieve a successful financial future. Desmond is a financial advisor with CLC Financial, based in Fayetteville, NC. We believe an informed client is the best client and that’s why you can expect solid financial education on this podcast with comprehensive coverage of topics like retirement, investing, income planning, IRAs, pensions, 401(k)s and much more. Contact Desmond via www.CLCFinancial.com or by calling 910-323-5700.
Retirees Have A Serious Financial Temptation Problem
Retirees face serious financial temptations, but Desmond Taylor reveals smart strategies to avoid them and keep retirement on track.
14 Nov 2024
What Financial Advisors Wish Every Investor Knew
Imagine you could read your financial advisor’s mind
before you even walked through the door for the first time. What would they want you to know? In this episode, we bring you the game-changing insights financial pros wish every saver and investor understood.
Here’s some of what we cover in this episode:
Why most people don’t know the real risk in their
portfolio because they’re focused on upside potential.
What’s the motivation behind the information you’re reading and hearing about finances?
Well-known national companies aren’t automatically a better option to help you plan.
Financial planning goes well beyond picking investments.
You don’t need to be uber wealthy to need a retirement plan.
Contact Desmond:
Visit https://www.clcfinancial.com/ or call 910-323-5700.
26 Sept 2024
How to Put Yourself in the Best Position in Retirement
Once you reach retirement, how do you know whether you’re doing everything you can to succeed? There are specific questions you can ask and we will address some of those key topics in this episode.
We explore things like annuities, tax efficiency, Social Security, inflation protection, and estate planning to make sure you know you’re in the best position for retirement.
Here’s some of what we cover in this episode:
How do you know if you should buy an annuity for retirement income?
How do you know how to balance saving for retirement and other financial goals?
How do you know if your retirement plan is tax-efficient?
How do you know how to protect your retirement savings from inflation?
How do you know if you need a trust or an estate plan?
Contact Desmond:
Visit https://www.clcfinancial.com/ or call 910-323-5700
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