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Generalists Vs. Specialists Of The Financial World
Manage episode 446636796 series 3423688
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In construction, you have general contractors who can handle a range of tasks, and specialists, like electricians and roofers, who focus on one specific area. The same is true in the financial world, which has both general advisors and specialists. This distinction is important when it comes to planning for retirement.
In today’s episode, Tad and Toni share real-life stories of clients who, after coming in for their first visit, realized just how thoughtful and specialized retirement planning needs to be. They'll also discuss how they help clients reach their unique goals, whether that’s donating to charity or leaving an inheritance for children or grandchildren. Everyone's retirement vision is different, and Tad and Toni are here to guide you in making yours a reality.
Here’s what we discuss in today’s show:
- It likely isn’t as much work as you think it is to prepare to see a financial planner
- How working with a brokerage firm can leave you vulnerable to a little more risk
- How we help our clients plan for their goals
- Understanding how taxes impact your retirement savings
Key Takeaway
“We want to understand what matters to you, what's important to you. What are the things that you want to accomplish?”
We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006
Listen to more content:
https://www.askfreedomfinancial.com/in-the-media/#radio
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