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Future-Proofing Finances: Essential Insights for Seniors and Families with Edward Jones Financial Advisor, Deanna Pickman

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Manage episode 456037602 series 3577777
Contenido proporcionado por Deana De La Cruz. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Deana De La Cruz o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

In this insightful episode of Colorado Aging Allies, we sit down with Deanna Pickman, a financial advisor professional with Edward Jones. From understanding the unique financial challenges that seniors face to building strategies for secure retirement, Deanna shares her expert guidance on future-proofing finances. Tune in to gain practical advice on choosing the right health insurance plan, managing expenses, and building a financial safety net. This conversation is a must-listen for seniors, caregivers, and families dedicated to preparing for a financially stable future.
Contact information

www.edwardjones.com/Deanna-Pickman

linkedin.com/in/deanna-pickman-cfp®-aams™-70621465

Office: 303-985-7390

Email: deanna.pickman@edwardjones.com

Address: 165 S Union Blvd. Ste 705 Lakewood, CO 80228

Send us a text

Thank you for joining us today, I hope you found some insight and encouragement. Don't forget to subscribe so you can be informed about upcoming and new episodes. If there is a topic you would like to see covered you can email us at coagingallies@outlook.com. You can also follow us on social media!
https://www.instagram.com/agingallieshost/
https://www.facebook.com/profile.php?id=61558691758537
Start your free 30-day trial today at Audibletrial.com/coagingallies

  continue reading

42 episodios

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iconCompartir
 
Manage episode 456037602 series 3577777
Contenido proporcionado por Deana De La Cruz. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Deana De La Cruz o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

In this insightful episode of Colorado Aging Allies, we sit down with Deanna Pickman, a financial advisor professional with Edward Jones. From understanding the unique financial challenges that seniors face to building strategies for secure retirement, Deanna shares her expert guidance on future-proofing finances. Tune in to gain practical advice on choosing the right health insurance plan, managing expenses, and building a financial safety net. This conversation is a must-listen for seniors, caregivers, and families dedicated to preparing for a financially stable future.
Contact information

www.edwardjones.com/Deanna-Pickman

linkedin.com/in/deanna-pickman-cfp®-aams™-70621465

Office: 303-985-7390

Email: deanna.pickman@edwardjones.com

Address: 165 S Union Blvd. Ste 705 Lakewood, CO 80228

Send us a text

Thank you for joining us today, I hope you found some insight and encouragement. Don't forget to subscribe so you can be informed about upcoming and new episodes. If there is a topic you would like to see covered you can email us at coagingallies@outlook.com. You can also follow us on social media!
https://www.instagram.com/agingallieshost/
https://www.facebook.com/profile.php?id=61558691758537
Start your free 30-day trial today at Audibletrial.com/coagingallies

  continue reading

42 episodios

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