Gå frakoblet med Player FM -appen!
Episode #55 Lessons Learned From Nashville!
Manage episode 231078731 series 2310214
In this week's episode, you’ll find out the lessons Jerry and Nick learned during a recent conference they attended in Nashville. They judged the IARFC National Financial Plan Competition and left with several valuable lessons. One of which is why retirees and pre-retirees should have a K.I.S.S. financial plan. Another takeaway is that studies show asking a lot of questions about your situation can result in a plan you feel more certain about during retirement. But what questions should you be asking anyway? Jerry and Nick lay them out for you.
Enjoy the show!
Resources In Today's Episode:
- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
- Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer
92 episoder
Manage episode 231078731 series 2310214
In this week's episode, you’ll find out the lessons Jerry and Nick learned during a recent conference they attended in Nashville. They judged the IARFC National Financial Plan Competition and left with several valuable lessons. One of which is why retirees and pre-retirees should have a K.I.S.S. financial plan. Another takeaway is that studies show asking a lot of questions about your situation can result in a plan you feel more certain about during retirement. But what questions should you be asking anyway? Jerry and Nick lay them out for you.
Enjoy the show!
Resources In Today's Episode:
- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
- Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer
92 episoder
ทุกตอน
×Velkommen til Player FM!
Player FM scanner netter for høykvalitets podcaster som du kan nyte nå. Det er den beste podcastappen og fungerer på Android, iPhone og internett. Registrer deg for å synkronisere abonnement på flere enheter.