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Understanding Holistic Wealth Management in Retirement– Beyond Just Investments
Manage episode 426490798 series 2810299
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In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss holistic wealth management, which goes beyond just savings and investments. While an investment manager looks at your investments or savings in your wealth accumulation phase, a holistic wealth manager helps you build a comprehensive retirement-focused financial plan.
Listen in to learn all the data points we collect and focus on to help you build a comprehensive retirement-focused financial plan. You will also learn the advantages of having a holistic wealth manager to help you make major financial decisions in retirement that you might otherwise hesitate to make.
In this episode, find out:
- The role of an investment manager in guiding you to properly save and invest in the wealth accumulation phase.
- The difference between an investment manager and a holistic wealth manager.
- How a holistic wealth manager will help you build a comprehensive retirement-focused financial plan.
- All the data points we get and focus on to help you build a comprehensive retirement-focused financial plan.
- How holistic financial planning covers all the financial concerns that bother people in retirement.
- The advantages of having a holistic wealth manager to help you make major financial decisions in retirement.
Tweetable Quotes:
- “When you work with a holistic wealth manager, they’re going to begin everything by building a comprehensive financial plan and, in our case, a comprehensive retirement-focused financial plan.”- Radon Stancil.
- “Just because you may have done a good job of saving the assets, a lot of time you need a lot of help getting all the way to the finish line and understanding some of the major financial decisions.”- Murs Tariq
Resources:
If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!
To access the course, simply visit POMWealth.net/podcast.
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