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In this conversation, Mark Cordner discusses the critical aspects of retirement planning, focusing on the fears surrounding running out of money, the importance of creating personal pensions through annuities, and the need for comprehensive estate planning. He emphasizes the significance of planning for longevity risks and shares his unique approach to financial planning, which prioritizes understanding clients' life goals over mere financial metrics. The discussion also highlights the client experience at Golden Years Financial, where personalized service and a focus on life planning are paramount.
Get your Personalized Retirement Roadmap TODAY!
See omnystudio.com/listener for privacy information.
By Mark CordnerIn this conversation, Mark Cordner discusses the critical aspects of retirement planning, focusing on the fears surrounding running out of money, the importance of creating personal pensions through annuities, and the need for comprehensive estate planning. He emphasizes the significance of planning for longevity risks and shares his unique approach to financial planning, which prioritizes understanding clients' life goals over mere financial metrics. The discussion also highlights the client experience at Golden Years Financial, where personalized service and a focus on life planning are paramount.
Get your Personalized Retirement Roadmap TODAY!
See omnystudio.com/listener for privacy information.