I interview the Chief Operating Officer with Circle of Wealth®, Jeremy Shipp. We discuss actual retirement strategies that work and many of the falsehood surrounding retirement, real estate, and life insurance.

Guest Bio

Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice. His unique financial and retirement strategies are the basis for his repeated appearances on the CBS 6 show Virginia This Morning. Shipp has also been featured in The New York Times, Forbes, Wall Street Journal, Barron’s, and US News & World Report, for his knowledgeable and proven concepts. He uses these platforms to advocate for financial literacy and promote the financial planning profession as a CFP Board Ambassador.

With a degree in Mathematics, Shipp’s ability to provide valid, verified, and logical strategies makes him the ‘go to guy’ for any financial strategy or concept considered by his clients. “I plan with a passion so my clients can live with intention.” Shipp says the success of his clients is what truly resonates with him when developing a holistic plan that incorporates their full financial picture.

As an executive coach and Chief Operating Officer with Circle of Wealth® by MoneyTrax, he empowers and trains other financial advisors to help their clients understand the future impacts of their current financial decisions.

Guest Links

Free 10 step circle of wealth resource - https://www.getcownow.com

Learn More About Circle Of Wealth - https://www.moneytrax.com

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