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Episode 07 | Stages of Retirement Planning: Pre-Retirement
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Konten disediakan oleh Shallon Weis, CFP, Shallon Weis, and CFP. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Shallon Weis, CFP, Shallon Weis, and CFP 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.
In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz begin a podcast series on Retirement Planning. The first stage of retirement planning begins in your youth. This episode digs into the easy steps, the smart moves and how to prepare for the next stages.
Stick around for the last five minutes where the two address Five Key Steps to Getting Retirement Planning Right in our Five in Five segment.
OUR APPROACH
Today's investor needs more than a portfolio manager, they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals.
Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more and then advise only on investments and strategies that make sense to your financial situation.
OUR WEALTH MANAGEMENT SERVICES
Bradford Financial Center offers individual and corporate services in:
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- Investments
- Tax-savings Strategies
- Feasibility Studies
- Risk Management
- Retirement and Estate Planning, Trust Planning
- Business Development and Business Valuations
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DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your personal situation.
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