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The Annuity Man에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The Annuity Man 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Sheryl Garrett: Financial Planning On YOUR Terms

45:00
 
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Manage episode 433939417 series 2798004
The Annuity Man에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The Annuity Man 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

In this episode, The Annuity Man and Sheryl Garrett discuss:

  • The role of a financial planner

  • How the industry should be

  • Hiring the right planner

  • Being aggressive with cash flow

Key Takeaways:

  • Many personal, financial, economic, and psychological things are coming together all at once. The planner’s role is to help clients see through all of that and reach out to the appropriate specialist when they need certain products or services fulfilled for the clients.

  • Everybody has questions about their personal finances. People in the industry should be working towards making it easier for people to understand finances.

  • Don’t hire anybody with disciplinary issues on their records. There are plenty of people to pick that don’t have any on the record. Make sure the person you’re talking to is working as a fiduciary.

  • We need to be aggressive about our cash flow. Aggressive, conscious of where our money is going, where it’s coming from, and how it will move in the future.

"We’ve been trained to go get a second opinion if we have a significant medical issue come up, but why in the world do we not get a second opinion if we’re getting ready to make a decision as significant as retirement." — Sheryl Garrett.

Connect with Sheryl Garrett:

Website: https://garrettinvestmentadvisors.com/

LinkedIn: https://www.linkedin.com/in/sherylgarrett/

Twitter: https://twitter.com/SherylGarrett

Connect with The Annuity Man:

Website: http://theannuityman.com/

Email: Stan@TheAnnuityMan.com

Book: Owner’s Manuals: https://www.stantheannuityman.com/how-do-annuities-work

YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g

Get a Quote Today: https://www.stantheannuityman.com/annuity-calculator!

  continue reading

320 에피소드

Artwork
icon공유
 
Manage episode 433939417 series 2798004
The Annuity Man에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The Annuity Man 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

In this episode, The Annuity Man and Sheryl Garrett discuss:

  • The role of a financial planner

  • How the industry should be

  • Hiring the right planner

  • Being aggressive with cash flow

Key Takeaways:

  • Many personal, financial, economic, and psychological things are coming together all at once. The planner’s role is to help clients see through all of that and reach out to the appropriate specialist when they need certain products or services fulfilled for the clients.

  • Everybody has questions about their personal finances. People in the industry should be working towards making it easier for people to understand finances.

  • Don’t hire anybody with disciplinary issues on their records. There are plenty of people to pick that don’t have any on the record. Make sure the person you’re talking to is working as a fiduciary.

  • We need to be aggressive about our cash flow. Aggressive, conscious of where our money is going, where it’s coming from, and how it will move in the future.

"We’ve been trained to go get a second opinion if we have a significant medical issue come up, but why in the world do we not get a second opinion if we’re getting ready to make a decision as significant as retirement." — Sheryl Garrett.

Connect with Sheryl Garrett:

Website: https://garrettinvestmentadvisors.com/

LinkedIn: https://www.linkedin.com/in/sherylgarrett/

Twitter: https://twitter.com/SherylGarrett

Connect with The Annuity Man:

Website: http://theannuityman.com/

Email: Stan@TheAnnuityMan.com

Book: Owner’s Manuals: https://www.stantheannuityman.com/how-do-annuities-work

YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g

Get a Quote Today: https://www.stantheannuityman.com/annuity-calculator!

  continue reading

320 에피소드

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