Player FM 앱으로 오프라인으로 전환하세요!
Ex-Pat Retirement Chat
Manage episode 354948337 series 2304474
Financial planning is about a lot more than money. This week Mike shares how he’s helped a few clients create personalized financial plans based on their goal of retiring out of the country as an ex-pat for whatever reason. 🌎 The stories are fun! But also a great reminder that your advisor should focus on helping you plan specifically for on YOUR goals.
Plus, Are we in a market downturn or is this the new normal for wall street and the economy? After settling into the new year, many have looked back and seen their losses in 2022 and want to make sure they’re planning for what’s to come this year. Mike explains why and how active wealth management puts a heavy focus on probabilities when helping investors with their portfolios, especially for those approaching retirement or already there.
See omnystudio.com/listener for privacy information.
100 에피소드
Manage episode 354948337 series 2304474
Financial planning is about a lot more than money. This week Mike shares how he’s helped a few clients create personalized financial plans based on their goal of retiring out of the country as an ex-pat for whatever reason. 🌎 The stories are fun! But also a great reminder that your advisor should focus on helping you plan specifically for on YOUR goals.
Plus, Are we in a market downturn or is this the new normal for wall street and the economy? After settling into the new year, many have looked back and seen their losses in 2022 and want to make sure they’re planning for what’s to come this year. Mike explains why and how active wealth management puts a heavy focus on probabilities when helping investors with their portfolios, especially for those approaching retirement or already there.
See omnystudio.com/listener for privacy information.
100 에피소드
모든 에피소드
×플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.