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Rebecca L. Mahan에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Rebecca L. Mahan 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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Rebecca Sounds Reveille with David Wright

29:30
 
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Manage episode 398544083 series 2527112
Rebecca L. Mahan에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Rebecca L. Mahan 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.

With me today, I have a guest, David Wright. He's the president and owner of Wright Financial Group LLC out of Ohio, with over 34 years of experience as a financial advisor, business owner, and founder. The conversation dives into David's book, "Bonfire of the Sanities," born out of a desire to educate people on the two primary phases of investing: accumulation and distribution. As the discussion unfolds, David emphasizes the importance of understanding which phase of investing one is in and tailoring strategies accordingly. In the context of the book, the conversation delves into the impact of external factors like the COVID pandemic and economic shifts on retirement planning. David stresses the need for purpose-based investing, highlighting the crucial role of income in retirement and the significance of working with a specialist who can navigate the complexities of income generation and risk management. The interview also touches on the challenges faced by retirees, the need for monitoring investments, and the broader scope of geopolitical influences on financial markets. David offers valuable insights and practical advice throughout the conversation, making complex financial concepts accessible to a broader audience. The discussion concludes with information on how to connect with David for further guidance and resources, including remote interviews and a complimentary retirement risk report. Overall, the episode provides a comprehensive overview of key financial principles and strategies for individuals at different stages of their financial journey.

https://www.facebook.com/WrigthFinancialGroup

Connect with Rebecca L. Mahan and her social media here: www.rebeccasbizcard.com

--- Support this podcast: https://podcasters.spotify.com/pod/show/rebecca-l-mahan/support
  continue reading

140 에피소드

Artwork
icon공유
 
Manage episode 398544083 series 2527112
Rebecca L. Mahan에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Rebecca L. Mahan 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.

With me today, I have a guest, David Wright. He's the president and owner of Wright Financial Group LLC out of Ohio, with over 34 years of experience as a financial advisor, business owner, and founder. The conversation dives into David's book, "Bonfire of the Sanities," born out of a desire to educate people on the two primary phases of investing: accumulation and distribution. As the discussion unfolds, David emphasizes the importance of understanding which phase of investing one is in and tailoring strategies accordingly. In the context of the book, the conversation delves into the impact of external factors like the COVID pandemic and economic shifts on retirement planning. David stresses the need for purpose-based investing, highlighting the crucial role of income in retirement and the significance of working with a specialist who can navigate the complexities of income generation and risk management. The interview also touches on the challenges faced by retirees, the need for monitoring investments, and the broader scope of geopolitical influences on financial markets. David offers valuable insights and practical advice throughout the conversation, making complex financial concepts accessible to a broader audience. The discussion concludes with information on how to connect with David for further guidance and resources, including remote interviews and a complimentary retirement risk report. Overall, the episode provides a comprehensive overview of key financial principles and strategies for individuals at different stages of their financial journey.

https://www.facebook.com/WrigthFinancialGroup

Connect with Rebecca L. Mahan and her social media here: www.rebeccasbizcard.com

--- Support this podcast: https://podcasters.spotify.com/pod/show/rebecca-l-mahan/support
  continue reading

140 에피소드

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