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It seems like there are so many different fees when it comes to investing and retirement. Join Johnathan and Melissa Rankin to talk about 401k fees, mutual fund fees, ETF fees, annuities fees, and more. We also have a fun break covering some of the top things baby boomers think are cool!
Johnathan Rankin, CRPC® CEPA®
Melissa Rankin - Wealth Management Advisor
👉Click Here to Access Show Notes For This Episode Connect with us
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Watch us on Youtube
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Check Out Our Retirement Resources
Join hosts Johnathan Rankin and Melissa Rankin as they discuss whether or not you should still invest in a 60/40 portfolio if you are planning for retirement. They will also answer the question, should your home be included in your retirement plan? 👉Click Here to Access Show Notes For This Episode
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Episode 01: Show Notes
Hello and welcome to the first episode of the Retire Once Show. This show is hosted by Johnathan Rankin and Melissa Rankin. Johnathan Rankin is the founder and CEO of Theorem Wealth Management. Melissa Rankin is a Wealth Management Advisor with Theorem Wealth Management.
In this episode, Johnathan and Melissa walk listeners through the basic information of the show. They discuss who the show is designed for, the subjects that will be discussed, and how often you can expect a new episode.
Key Points From This Episode:
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