UBC News

Beyond Savings: How Tulsa Pre-Retirees Are Planning for Retirement Income

Episode Summary

Retirement planning in Tulsa is shifting from simple savings goals to full-spectrum strategies covering income, taxes, healthcare costs, and legacy. Personalized guidance and emerging technology are helping pre-retirees build plans that actually last. To learn more, visit https://www.meliagroup.com/retirement-financial-planning/

Episode Notes

[energetic] Welcome back, everyone. Today we're tackling something that's really reshaping how people in Tulsa are preparing for retirement. We're talking about holistic portfolio planning and why pre-retirees are increasingly demanding this complete approach. Melia Advisory Group City: Tulsa Address: 5424 S Memorial Dr Website: https://www.meliagroup.com/