))
The Role of a Financial Advisor in Retirement Planning
Manage episode 437873834 series 3561293
Contenido proporcionado por Impact Partnership and Mike Douglas. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Impact Partnership and Mike Douglas 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 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!
See omnystudio.com/listener for privacy information.
74 episodios
Compartir
