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By Robert Laura
5
11 ratings
The podcast currently has 7 episodes available.
Join us for the final episode of season 1 as Rob Stevens finds out if the plan to help the Martin's with their fraud case will work and see what happens when he comes face to face with a potential Black Widow client.
Episode 7 hits home for people who have lost a loved one near, or early in retirement. In this episode, Financial Planner Rob Stevens visits Ron Leavy's funeral service why interacting with a number of characters including Ellen Fitzsimmons, Jerry Wiggins, and a few new members who add more interest and intrigue to the drama series.
Episode 6 addresses suicide in retirement, stress, characteristics of fraud, and the impact of adult children in retirement
Episode 5 looks at mental health issues in retirement, medication and the fine line between helping a client and losing their trust
This episode looks at the topics of investment fraud, financial advisors, forgiveness, resilience
This episode looks at issues related to losing a loved one, supporting adult children in retirement, and making the decision to retire when you are all alone.
Join Advisor and former psychologist Rob Stevens and he delves deep into real life retirement and helps his client navigate both the personal and financial side of life after work.
Based on true life events, in this episode, Rob interacts with a postal spy and unassuming but wealthy cashier.
The podcast currently has 7 episodes available.