The View From the Inside

Here’s How Financial Coaching Could Change Your Future (Ep. 3)

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In a technology-filled world where we are often encouraged to ‘do it yourself,’ seeking professional financial advice may sound counterintuitive. 

However, the right guidance can help turn your uncertainties into opportunities for growth!

This week on The View From The Inside Podcast, Kevin Richardson uncovers his firm’s approach when dealing with clients from varying financial brackets while exploring the intricacies of pre and post-retirement planning and the unique challenges and triumphs of catering to a diverse clientele. 

Whether you’re just beginning your journey toward retirement or several years in and looking for advice on making it count, this episode offers enlightening perspectives and real-life stories to help you on your unique path.

Kevin discusses: 

  • Tactical Wealth Management’s ideal clients 
  • The needs and nuances of different clients, from the mass affluent to high-net-worth individuals
  • The importance of financial education for first-time advisor seekers and inheritors
  • Strategic considerations for pre and post-retirees in wealth management
  • Changes in financial advising in the digital age through tools like Zoom and FinTech
  • And more!

    • Resources:

    • From Football to Finance, Kevin Richardson’s Story (Ep. 1)
    • Holistic Financial Planning: Working with Tactical Wealth Management (Ep. 2)
    • Warren Buffett on Compounding Interest
    • RightCapital
    • Apple: 10bii App
    • Android: 10bii App

      • Connect with Kevin Richardson: 

      • Tactical Wealth Management
      • LinkedIn: Kevin Richardson
      • [email protected]
      • (831) 717-1144

        • —

        Kevin M. Richardson is a registered representative with, securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. 

        The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

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        The View From the InsideBy Kevin Richardson