In this episode of the How to Win Podcast, hosts Kyrk Davis and Rick Gregory discuss financial planning with guest Rob Neff, a retired Toyota employee and current client of Family Financial Partners (FFP). The hosts share their experiences with surgeries and how Rob transitioned his retirement finances smoothly with FFP. They emphasize simplifying financial planning, ensuring easy account transitions, and the importance of client comfort and trust. Additionally, Rob touches on his career in real estate post-retirement amid market fluctuations. The episode concludes with recommendations for living below means, investing consistently, and establishing a secure financial future. Rob praises FFP's customer support and service, making finance management accessible and stress-free.

Kyrk Davis is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Kyrk Davis is an Investment Advisor Representative offering Investment Advisory services through O.N. Investment Management Company. Estate planning services provided in conjunction with your licensed legal professional.