Episodes
Friday Mar 24, 2017
Friday Mar 24, 2017
Podcast Details:
Podcast Title: The Retirement Solution: “Finding What You Love to Do”
Podcast Series: Financial Literacy Boot Camp
Video and illustrations available on our YouTube channel here.
Questions/Issues We’ll Address on this Episode:
In today’s episode and maybe for the next couple weeks, I want to highlight some key takeaways from a few case studies that I’ve experienced in my years of practice around the subject of “retirement solutions”. In addition to starting my own practice last year, I have had the benefit of serving about 600 families with another firm in the 6 years prior. From that experience, I helped form several “retirement solutions” with several different financial planning strategies and techn
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