Episode 3: Dream, Target, Build.
Target Your Retirement
English - May 18, 2021 13:00 - 8 minutes - 11.2 MB - ★★★★★ - 5 ratingsInvesting Business Management annuities finance financialplanning investments retirement volatility wealth wealthmanagement advisor annuity Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Episode 2: What is an Investment Target Board?
Next Episode: Episode 4: Do You Have a Targeted Retirement Plan?
Chances are you know exactly what is going to happen when you visit the doctor. That is exactly how visiting with your retirement or financial planner should be. Nothing should be done spur of the moment, as that is never in your best interest. We have a defined process to help you accomplish your retirement goals.
Key takeaways:
What do you want? What do you have? What do you need?