Plan Wise. Retire Free.
Episodes
Thursday Sep 19, 2019
Excuses Why You‘re Working With The Wrong Advisor
Thursday Sep 19, 2019
Thursday Sep 19, 2019
Very often we see a broker, or advisor who’s doing a less than stellar job, but folks continue to work with him, or her simply because they feel that he, or she is a nice guy/gal. Let’s talk about the ridiculousness of actual statements we’ve heard from clients and why it’s important for people to get help and advice that they really need, instead of just maintaining a relationship for strictly personal reasons.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
Thursday Sep 05, 2019
Why You Should Plan For Retirement With A Sense Of Urgency
Thursday Sep 05, 2019
Thursday Sep 05, 2019
Some people (in fact, probably most people) find it easy to procrastinate when it comes to financial planning issues. But let’s talk about some scenarios that might cause people to have a bit more sense of urgency...
Contact:
Website: https://centrusfs.com/podcast/
Call: 888-534-9994