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The Pitfalls of Overplanning for Retirement
Manage episode 425577191 series 3561335
Contenido proporcionado por Art McPherson. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Art McPherson 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.
Christian McPherson, the newest team member of the McPherson Financial Group, shares his experience and journey in the financial industry. Christian recently passed his CFP exam and joined the McPherson Financial Group to continue the legacy of his family's firm. He highlights the importance of building deep relationships with clients and the value of working as a team. The conversation also touches on the significance of planning for retirement, managing investments, over planning, reducing taxes, and incorporating charitable giving into financial plans.
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