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Living Healthy and Aging Well – April 22, 2023

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Konten disediakan oleh AM950 Radio. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh AM950 Radio atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Valerie Thomas, a Certified Trust and Fiduciary Advisor at Minneapolis-based firm Marquette Wealth Management, joins host Ken Haglind on “Living Healthy and Aging Well” radio show to discuss good financial practices in retirement years. The transition to retirement is an adjustment, and a healthy money mindset helps people adjust to the balance of living off their savings and being generous with their wealth. Local and known for a relational and empathetic approach to helping clients throughout all of life’s transitions, Marquette provides diversified financial services and partners with clients in meeting their investment, estate planning, philanthropic and other financial needs. To learn more, visit marquettewm.com or call (612) 661-3770.

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212 episode

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Manage episode 361399261 series 1958576
Konten disediakan oleh AM950 Radio. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh AM950 Radio atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Valerie Thomas, a Certified Trust and Fiduciary Advisor at Minneapolis-based firm Marquette Wealth Management, joins host Ken Haglind on “Living Healthy and Aging Well” radio show to discuss good financial practices in retirement years. The transition to retirement is an adjustment, and a healthy money mindset helps people adjust to the balance of living off their savings and being generous with their wealth. Local and known for a relational and empathetic approach to helping clients throughout all of life’s transitions, Marquette provides diversified financial services and partners with clients in meeting their investment, estate planning, philanthropic and other financial needs. To learn more, visit marquettewm.com or call (612) 661-3770.

  continue reading

212 episode

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