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Transitioning To A New Financial Advisor: Making Informed Decisions
Manage episode 421919812 series 3561292
Contenido proporcionado por Impact Partnership and Abe Abich. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Impact Partnership and Abe Abich 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.
Abe discusses the concerns people may have when choosing to switch financial advisors and explains the process he and his firm go through when helping new clients. He also emphasizes the importance of entering “Phase 2” of your retirement plan and living off life savings.
Ready to start building out your retirement plan? Visit TheRetirementKey.com today!
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1. Retirement Key Podcast (ABE) (00:00:00)
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