On this podcast, we use the same financial tools you already know to help set you free. Free to do what you want with your time, with your money, and with your energy, free to live your life the way you have dreamt about. We will talk about wealth knowledge, personal reflections, and the financial industry news of the day.
Episodes
Wednesday Jun 12, 2024
Wednesday Jun 12, 2024
Join us as we walk through a tough client story about how planning for income at retirement had to pivot to planning for options and income today. We explore two universal truths: First, money is simply a tool to get what we need. Second, a mindset and strategies centered around flexibility and income are paramount when the unexpected shows up uninvited.