Retirement Planning 101: Essential Strategies for a Secure Future with Manny Martinez

📢 Retirement is closer than you think—are you financially prepared? In this episode of Small Business Spotlight, host Manny Torres sits down with Manny Martinez, President of Copa Wealth Strategies, to discuss how pre-retirees (50+) can protect, grow, and maximize their wealth for a secure future. 💡 Key Topics Covered: ✅ The biggest financial mistakes people make before retirement ✅ How to build a strategy that protects & grows your wealth ✅ Why financial planning is more than just numbers—it’s about your values ✅ The importance of having a financial roadmap (and how to get one for free!) ✅ Real-life examples of retirement success stories 🚀 If you’re approaching retirement or just starting to think about your financial future, this interview will give you actionable steps to take control of your money and build lasting security. 🔹 Connect with Manny Martinez & Copa Wealth Strategies: 📍 LinkedIn:   / mannymartinezny   🔥 Like, comment, and subscribe for more expert insights on small business success! --- Want to learn more about Growth Amplifiers? Follow these steps: 1. SUBSCRIBE TO THE CHANNEL    / @amplifiers-small-biz-spotlight   2. SHARE THIS VIDEO with friends and colleagues who might benefit from it. 3. FOLLOW GROWTH AMPLIFIERS: 👉Facebook   / growthamplifiers   👉Linkedin   / growthamplifiers   4. ACCESS YOUR FREE ADVISORS PLAYBOOK 👉 www.growthamplifiers.com/amplify 5. LEAVE A COMMENT: Tell us in the comments if you liked this video and what other kinds of videos you would like to see. Have a burning question? Ask and we will answer it in an upcoming video. 🔆About Growth Amplifiers🔆 We help B2B business owners and advisors create sustainable growth while avoiding extra work through proven strategies and systems to amplify their business. ******** Manny Martinez offers investment advice offered through Fortis Capital Advisors, LCC an SEC Registered Investment Advisor located at 7301 Mission Road, Suite 326, Prairie Village, KS 66208. The information provided in this presentation is educational and limited to the dissemination of general information. This material is not intended to be a recommendation of any kind; investment, tax, or accounting advice; does not constitute a solicitation to buy, sell, or hold a security or an investment strategy; engage in any financial transaction; and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her financial professionals. While the Advisor uses reasonable efforts to obtain information from sources believed to be reliable, the Advisor makes no representation that the information or opinions contained in this material are accurate, reliable, or complete. All information and opinions contained in this material are subject to change without notice. The views and opinions expressed are for informational and educational purposes only as of the date of production/writing and may change without notice at any time based on numerous factors, such as market or other conditions, legal and regulatory developments, additional risks and uncertainties, and may not come to pass. This material may contain “forward-looking” information that is not purely historical in nature. Past performance is no guarantee of future results. Investing involves risk; principal loss is possible.