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Your Advisor Will Eventually Retire Too
Manage episode 407503333 series 3561345
Konten disediakan oleh Impact Partnership and Brandon Bowen. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Impact Partnership and Brandon Bowen 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.
“Moving on” has been a theme among some big names in sports, including Alabama football coach Nick Saban. We hear from Coach Saban and what made him realize it was time to move on to retirement, to the surprise of many Tide fans.
Brandon parallels the idea to the surprise for someone who finds out their advisor is moving on or retiring themselves. He shares the challenges that can come like being passed around to different junior advisors, or having to work with someone who doesn’t understand your goals and objectives.
As you move closer to retirement your needs change. At Bowen Wealth they can help you shift from growth to income and create strategies for the other areas you need to have covered in your later years.
Visit BowenWealth.com to learn ways to create a smooth transition into retirement.
See omnystudio.com/listener for privacy information.
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