Episode 84: Adam and Rob Russell with Total Wealth and Wellness

Retire Y'all Charleston

English - June 09, 2023 19:31 - 53 minutes - 73 MB - ★★★★★ - 13 ratings
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Previous Episode: Episode 83: Adam Curran and David Brooks with Retire SMART

Next Episode: Episode 85: Adam and Scott Tucker of Scott Tucker Solutions

On this episode of the Retire Y'all Podcast, Adam speaks with the incredibly innovative financial advisor, Rob Russell. Tune in to learn more about Rob and how he has transformed his practice into a well-balanced lifestyle with both finance and health.

HERE ARE JUST A HANDFUL OF THE THINGS THEY DISCUSS:

How to avoid difficulties when taking over the practice of a loved one by setting boundaries, expectations, etc. How Rob incorporates health and wellness into his firm so his clients can enjoy their financial plans to the fullest Rob Russell’s book, How to Retire in a Weekend Attributes that separate the good and bad in a financial advisor