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The Role of a Financial Advisor in Retirement Planning
Manage episode 437873834 series 3561293
Innhold levert av Impact Partnership and Mike Douglas. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Impact Partnership and Mike Douglas 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.
In this conversation, Mike discusses the importance of having a proper financial plan in place for retirement. He uses the analogy of music to explain the different approaches to retirement planning, comparing the disciplined and rule-following classical musicians to the more improvisational jazz musicians.
Mike emphasizes the need for a retirement plan that aligns with an individual's goals and preferences, rather than fitting into a predetermined portfolio. He also highlights the role of a financial advisor in helping clients navigate the complexities of finance and create a retirement plan that suits their unique needs.
Visit MyLifePlanFinancial.com to connect with Mike and start building your retirement plan today!
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