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Living Well Together with Harrison Wolfe | Ep.25
Manage episode 424588518 series 3554095
Innhold levert av Dr. Terry McCoskey and Lisa McCoskey, Dr. Terry McCoskey, and Lisa McCoskey. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Dr. Terry McCoskey and Lisa McCoskey, Dr. Terry McCoskey, and Lisa McCoskey eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
This week's episode of "Living Well Together: Big Life in a Small Town with hosts, Dr. Terry and Lisa, is VERY inspiring! 🎙️ Join them as they welcome Harrison Wolfe, an Associate Wealth Advisor at Buckingham Strategic Wealth, who brings a wealth of knowledge and experience in personal finance. 💼✨
Harrison, who now lives in the charming town of Morrow, OH with his wife Hannah and their three boys, grew up running the streets of Rona Hills and has a deep-rooted connection to small-town living. 🏡 He attended Black Lane Elementary and Beavercreek City Schools, playing sports all along. After graduating from the University of Cincinnati with a major in Accounting and Finance in 2015, he kick-started his career in personal finance in Cincinnati. 🌆
At Buckingham Strategic Wealth, Harrison is passionate about helping people make smart financial decisions, giving them the confidence to pursue their dreams and goals. Unlike the common perception of financial advisors as mere stock brokers, Harrison emphasizes a holistic approach to financial planning. It all starts with getting to know people and understanding their unique aspirations and the legacy they want to leave behind. 📈👨👩👦👦
In this episode, Harrison will share his insights on creating comprehensive financial plans that cover estate planning, tax planning, risk management, and retirement planning. 📝💡 He believes that everyone should have a written plan because, as he puts it, "Failing to plan is planning to fail." 📊🗂️
Tune in to learn more about the importance of having a solid financial advisor relationship and how to choose the right advisor for you. Harrison will also discuss Buckingham's unique focus on tax planning and minimizing lifetime tax for clients. 💰🧐
Don't miss out on this engaging and informative episode! Get ready to be inspired and take charge of your financial future. 🎧✨
Visit Buckingham Strategic Wealth at [www.buckinghamstrategicwealth.com](https://www.buckinghamstrategicwealth.com).
#LivingWellTogether #FinancialPlanning #WealthManagement #SmallTownLife #FinancialConfidence #HolisticApproach #TaxPlanning #DreamBig
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