Accounting For You

Securing Your Tomorrow: Insights on Retirement Investments with Financial Advisor Matt Hale Pt.2

February 06, 2024 Adkins & Reynolds, CPAs, PLLC Season 2 Episode 5
Accounting For You
Securing Your Tomorrow: Insights on Retirement Investments with Financial Advisor Matt Hale Pt.2
Show Notes

In this episode, Jay and Chris their continue conversation with special guest Matt Hale, Financial Advisor at Truist Investment Services. Matt breaks down individual retirement plans like traditional IRAs, Roth IRAs, and 529 college plans. Plus, he shares some success stories from clients who've benefited from working with both a financial advisor and a CPA. Tune in for straightforward insights into financial planning and real-life success stories!

Matt Hale, Financial Advisor, Truist Investment Services

304-357-6521

matthew.hale@truist.com

Any comments or references to taxes herein are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

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