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Why Good Markets Are the Best Time to Plan

Why Good Markets Are the Best Time to Plan

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📱 Ready to retire happy? Schedule a no-cost, no obligation consultation with us here: https://ghwealthadvisors.com/contact-us/

Most people review their finances only when something goes wrong: a market drop, a job loss, or a scare. Today, Colin and Victor explain why the best time to review your retirement plan is when things are going well, not after a market downturn. Want to keep more of what you earn and feel confident when markets change? Tune in to hear what areas matter most when planning ahead.

Here’s some of what we discuss in this episode:

☀️ Planning in Good Times: Why strong markets are ideal for review

📊 Performance vs. Risk: Are returns worth the volatility you’re taking?

🧾 Tax Efficiency: How taxes quietly reduce real returns

🧭 Review & Adjust: Using clarity, not fear, to guide decisions

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