The Money Club

Defining Investment Advisors and Retirement Planners


Listen Later

David Belisle defines what investment advisors and retirement planners do and why both should have influences on a person’s assets. David explains how Paramount Financial does both and the things that people often fail to consider when planning retirement. David also talks about working to get his instrument rating as a pilot and a scenic flight he and his wife took to New York.

See omnystudio.com/listener for privacy information.

...more
View all episodesView all episodes
Download on the App Store

The Money ClubBy David Belisle