Episode Nine: Unlocking Financial Freedom with Wendie Hohman of Sand Creek Investment Partners
Manage episode 448957459 series 3582036
In this episode of Uncommon Knowledge for Seniors, host Jim Moran from Cascade Hasson Sotheby’s sits down with Wendie Hohman, a seasoned financial advisor with Sand Creek Investment Partners, to explore the essentials of financial planning for a secure retirement. Wendie shares valuable insights into navigating the complex landscape of investments and retirement strategies, specifically tailored to seniors. Together, they dive into practical steps for financial freedom, including tips on preserving wealth, minimizing risks, and creating a sustainable retirement plan.
Connect with our guest, Wendie Hohman, at Sand Creek Investment Partners > ABOUT US > People
10 つのエピソード