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Tony Schutte Talks Crafting Successful Educator Retirement Strategies
Manage episode 413208248 series 3565750
Contenido proporcionado por Randy Aranowitz. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Randy Aranowitz 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 episode of the Wowcast, host Randy Aranowitz interviews Tony Schutte, a financial advisor and certified financial planner with EFS Advisors in Minnesota.
Schutte discusses his personal and professional background, including how his parents' careers influenced his decision to become a financial advisor, specifically for teachers. He details his educational journey, including his early graduation from St. Olaf College due to his advanced placement classes.
The conversation covers EFS Advisors' use of an auto-enrollment program for 403(b) and 457 plans, the mechanics of it, and the challenges faced in different states due to legal restrictions.
Capíttulos
1. Financial Advisor Interviews Certified Retirement Specialist (00:00:08)
2. Financial Planning and Technology Efficiency (00:07:01)
3. Auto-Enrollment and 403B Matching in Minnesota (00:13:06)
4. Financial CRM Implementation and CFP Impact (00:23:12)
5. Succession Planning and Growth Strategies (00:32:01)
6. Personal Hobbies, Volunteering, and Work Dynamic (00:44:38)
4 episodios
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