Lessons from 50 Years in Financial Services
The Secure Retirement Method Podcast
English - October 11, 2023 05:00 - 50 minutes - 92.1 MB - ★★★★★ - 5 ratingsInvesting Business annuities insurance retirementplanning Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Next Episode: Overcoming Adversity
In this episode, I interview John about his fifty-year career helping clients and what he’s learned throughout his journey.
It turns out that not much has changed in fifty years—people then and now share the desire to build a secure financial future for themselves and their families.
John has seen thousands of clients’ stories unfold, and today he’ll share that wealth of experience with you.
He’ll cover:
What he’s learned about understanding clients’ unique needs and goalsThe importance of planning for mortalityHelping clients get through tough timesGetting confidence and clarity around a financial decision How to balance short-term and long-term goalsAnd more