Strategies to Creating Certainty in Retirement #2

Ensombl Advice Australia

English - October 03, 2023 11:40 - 52 minutes - 53 MB
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Previous Episode: Strategies to Creating Certainty in Retirement #3

Next Episode: Strategies to Creating Certainty in Retirement #1

In this installment, Jamie talks with James Wortley, Founder of Enlightened Financial Solutions & Video Advice in Australia, and Founding Shareholder of Lumiant. They chat about behavioural biases and how they can impact retirement, the role of the advisor in identifying biases and overcoming them, and tailoring advice to clients with these biases.

James Wortley LinkedIn: https://www.linkedin.com/in/james-wortley73/
Enlightened Financial Solutions Website: https://www.efsmackay.com.au/
Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/

With Allianz Retire+, it all adds up to certainty. Visit https://ensombl.com/go/20231004

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