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Making a Financial Plan [Episode 136]
Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Certified Financial Planner John Gallia, of the Gallia Wealth Management Group in Creve Coeur, Mo., to discuss the importance of financial planning as you age. John emphasizes evaluating what one aspect you feel is to be improved on in your financial plan and devoting time and effort to work on it.
John highlights the importance of seeking a Certified
Financial Planner, when planning your financial future, as well as how they are
paid. He describes how pension plans factor into the greater financial scope of
a client’s finances, as well as how important understanding a client’s goals is
for a Certified Financial Planner.
He talks about how frequently listeners should be speaking
to a financial planner, as well as how living situations for retired
individuals can affect their overall financial picture, especially those
dealing with mortgages.
John also talks about the impact of credit card debt and how
vital it is to get rid of that before you retire.
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By Life's Third Act
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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Certified Financial Planner John Gallia, of the Gallia Wealth Management Group in Creve Coeur, Mo., to discuss the importance of financial planning as you age. John emphasizes evaluating what one aspect you feel is to be improved on in your financial plan and devoting time and effort to work on it.
John highlights the importance of seeking a Certified
Financial Planner, when planning your financial future, as well as how they are
paid. He describes how pension plans factor into the greater financial scope of
a client’s finances, as well as how important understanding a client’s goals is
for a Certified Financial Planner.
He talks about how frequently listeners should be speaking
to a financial planner, as well as how living situations for retired
individuals can affect their overall financial picture, especially those
dealing with mortgages.
John also talks about the impact of credit card debt and how
vital it is to get rid of that before you retire.