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SOBRE ESTE EPISÓDIO
A phone call or website can seem so impersonal. Or worse, it could be a financial scam. At least, those are possible thoughts one may have before they visit someone to handle their finances in retirement. It can be a scary thought to go out there and do something new. So, to help provide more confidence to face the unknown, this show will focus on what the process is like for a potential new client first meeting with a financial professional and what this meeting and process may entail.
Inglês
Estados Unidos da América
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OUTROS EPISÓDIOS NESTE PODCAST
You visit your doctor every year for your annual check-up to stay healthy and to be aware of any potential issues when it comes to your health. Why should your financial health be any different? That only multiplies in importance once you get in retirement, because you’re no longer earning a payche…
How much is left on your to-do list this week? What about that honey-do list of chores around the house? It’s a mile long, right? The problem with long lists is they can overwhelm you and cause you to shut down. So let’s keep it simple.
Retirement is something we rarely plan completely through… Because how can we? All we’ve known for the last 30-40 years is work. How can we know what to expect? Not to mention that many of the quote-unquote “rules” of retirement have changed.
Resolutions are easy to make and even easier to break. Whether you’re ready to start 2021 off with a bang or you’re still reeling from everything that 2020 brought us, it’s time to look ahead and think about practical goals for the new year.
Aviso: O podcast e a arte incorporada nesta página são de Fullerton Financial, que é propriedade de seu proprietário e não é afiliado ou endossado por Listen Notes, Inc.
EDITAR
Obrigado por ajudar a manter a base de dados dos podcasts atualizada.
