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095: Why You Need a Financial Planning Team with Jason Gordo
Manage episode 377966431 series 3258852
Have you ever been a CEO? Whether you have been or not, you’re going to have the opportunity to be one during one of the best times of your life. That’s because if you have the right mindset about it and have the right team around you, you’ll be the CEO of your retirement. However, a CEO is only as effective as the other team members of the company. The same goes with being the CEO of your retirement. That’s why Modern Wealth Management President Jason Gordo is joining Dean Barber on The Guided Retirement Show to discuss our team approach to financial planning for retirement.
In this podcast interview, you’ll learn:
- What It Means to Be the CEO of Your Retirement
- Our Team Approach to Financial Planning for Retirement
- What It’s Like to Work Together with a CFP® Professional, CPA, and CFA
- How to Gain More Confidence, Freedom, and Time in Retirement
START PLANNING
To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/95
Learn More about Retirement Planning
Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com
114 episoder
Manage episode 377966431 series 3258852
Have you ever been a CEO? Whether you have been or not, you’re going to have the opportunity to be one during one of the best times of your life. That’s because if you have the right mindset about it and have the right team around you, you’ll be the CEO of your retirement. However, a CEO is only as effective as the other team members of the company. The same goes with being the CEO of your retirement. That’s why Modern Wealth Management President Jason Gordo is joining Dean Barber on The Guided Retirement Show to discuss our team approach to financial planning for retirement.
In this podcast interview, you’ll learn:
- What It Means to Be the CEO of Your Retirement
- Our Team Approach to Financial Planning for Retirement
- What It’s Like to Work Together with a CFP® Professional, CPA, and CFA
- How to Gain More Confidence, Freedom, and Time in Retirement
START PLANNING
To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/95
Learn More about Retirement Planning
Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com
114 episoder
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