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The Importance Of A Fiduciary In Your Retirement Planning
Manage episode 431300234 series 3578578
Capstone Planning에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Capstone Planning 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.
Keith Wolffong of Capstone Planning shares the story of how his family's financial planning practice started and discusses the importance of being a fiduciary. He emphasizes the need for a comprehensive financial plan that takes into account individual goals and removes financial guardrails. Keith also talks about the best time to retire and the importance of a first consultation to understand a client's financial situation and goals. He offers a free stress test for the first 10 callers to his firm. Keith discusses strategies for tax efficiency, Social Security planning, and long-term care and life insurance. He highlights the importance of estate planning and beneficiary reviews.
9 에피소드
공유
