Retirement planning isn’t just about saving—it’s about protecting what you build. Roma Pithadiya, President and CEO of Affordable Insurance and Financial Services, explains how a Hybrid Approach can help balance growth potential with risk management while creating opportunities for tax-efficient income in retirement. She also addresses common misconceptions about tax-free retirement strategies and why education is key to making informed financial decisions.
**Disclaimer - Roma Pithadiya is not an attorney or CPA. Affordable Insurance and Financial Services does not provide legal or tax advice. Any discussion of financial strategies is general in nature and not a recommendation. Insurance and financial products involve risk and may not be suitable for all individuals. Licensing and availability vary by state.**
This segment is paid for by Marketing Huddle