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Retirement Planning 101: Essential Strategies for a Secure Future
In this episode of Small Business Spotlight, host Manny Torres sits down with Manny Martinez, President of Copa Wealth Strategies.
Manny Martinez
Apr 61 min read
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E&Y: "Permanent life insurance and deferred income annuities with increasing income potential outperform investment-only approaches in our analysis"
By 2030, gaps in investors’ retirement savings and needed protections are projected to exceed hundreds of trillions of dollars in the US....
Manny Martinez
Apr 41 min read
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Unveiling the Essential Checklist for Pre-Retirees: 3 Must-Do Tasks Before Making the Leap
As retirement nears, excitement often mixes with anxiety. The shift into this new chapter of life calls for thorough planning to ensure...
Manny Martinez
Mar 233 min read
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