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Matthew Maresch, Ashbury Boutique Wealth Management | The Jeff Crilley Show
One of the biggest mistakes people make in retirement planning is treating Social Security like a guessing game.
On this episode of The Jeff Crilley Show, Jeff sits down with Matt Maresch of Ashbury Boutique Wealth Management to talk about why the decision of when to take Social Security should be built around a personalized income and expense plan, not generic advice from a neighbor or a headline.
Matt explains how risk tolerance directly shapes investment strategy, and why true diversification means more than just spreading money across a few accounts. It means building multiple solutions…
The skinny
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