Episodios

  • Retirement Concepts Podcast

    Retirement Concepts Podcast
    Jul 28 2024
    This is the introduction episode for the Retirement Concepts podcast. Hosts Lionel O'Mally and Peter Graham introduce themselves and discuss the topics they will cover in the podcast such as retirement concepts, financial planning, health and fitness in retirement, and more. They also mention their experience in the industry and their goal of sharing their knowledge and advice with their audience. The hosts also discuss their connection through attending the Million Dollar Round Table conferences and how they plan to bring their learnings to the podcast. They encourage listeners to subscribe and In this new Retirement Concepts Podcast, co-hosts Lionel and Peter discuss all things related to retirement. Peter has been in the financial planning industry for 50 years and now works as a retirement coach. He has attended conferences all over the world and has learned the importance of developing a close relationship with clients. The duo also highlights the importance of both financial and lifestyle aspects in retirement planning

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    22 m