• You Need Professional Help!

  • Jun 14 2024
  • Length: 49 mins
  • Podcast

You Need Professional Help! By cover art

You Need Professional Help!

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  • Summary

  • In this conversation, Bruce Weinstein, and Tim Travis discuss common concerns and misconceptions preventing people from seeking financial advice. They address the hesitation to have important conversations about finances, the misconception that financial advisors only work with wealthy individuals, and the fear of not being able to afford an advisor. They also provide tips for retirement planning, including the importance of having a conversation with an advisor, considering catch-up contributions, and reviewing asset allocation. The conversation concludes with a discussion on expenses in retirement and the need for a comprehensive income plan.

    Reach out to Bruce & Tim at (800) 796-9912 or

    https://www.premierswplanning.com/

    https://www.ttvalueinvesting.com/

    See omnystudio.com/listener for privacy information.
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