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The Role of a Financial Advisor in Retirement Planning

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Manage episode 437873834 series 3561293
Content provided by Impact Partnership and Mike Douglas. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Mike Douglas or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this conversation, Mike discusses the importance of having a proper financial plan in place for retirement. He uses the analogy of music to explain the different approaches to retirement planning, comparing the disciplined and rule-following classical musicians to the more improvisational jazz musicians.

Mike emphasizes the need for a retirement plan that aligns with an individual's goals and preferences, rather than fitting into a predetermined portfolio. He also highlights the role of a financial advisor in helping clients navigate the complexities of finance and create a retirement plan that suits their unique needs.

Visit MyLifePlanFinancial.com to connect with Mike and start building your retirement plan today!

See omnystudio.com/listener for privacy information.

  continue reading

93 episoade

Artwork
iconDistribuie
 
Manage episode 437873834 series 3561293
Content provided by Impact Partnership and Mike Douglas. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Mike Douglas or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this conversation, Mike discusses the importance of having a proper financial plan in place for retirement. He uses the analogy of music to explain the different approaches to retirement planning, comparing the disciplined and rule-following classical musicians to the more improvisational jazz musicians.

Mike emphasizes the need for a retirement plan that aligns with an individual's goals and preferences, rather than fitting into a predetermined portfolio. He also highlights the role of a financial advisor in helping clients navigate the complexities of finance and create a retirement plan that suits their unique needs.

Visit MyLifePlanFinancial.com to connect with Mike and start building your retirement plan today!

See omnystudio.com/listener for privacy information.

  continue reading

93 episoade

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