
Sign up to save your podcasts
Or
Retirement: The one main goal that people strive for when saving and investing. So this morning, Alan and Brian hone in the discussion on retirement plans and the different forms that they can take. Traditional IRA, 401k, 403b, and 457 plans just being a few options we can choose from – depending on our situations of course. While we believe that Social Security isn't going to leave us for good anytime soon, there are some actions that we need to personally put into place to supplement any potential financial shortcomings that may come with Social Security in the future. Most Americans aren't financially prepared for retirement. Make sure you're not one of them!
Hosts:
Alan Holman, CFP®, Wealth Advisor
Brian Wiley, Financial Advisor
The Real Money Pros:
https://www.therealmoneypros.com
—————————————————————
SPONSORS:
Academy Mortgage:
https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor
Lively (HSAs and FSAs)
https://livelyme.com/pro
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Advisor Insurance Solutions:
https://advisorinsurancesolutions.com/
—————————————————————
5
1616 ratings
Retirement: The one main goal that people strive for when saving and investing. So this morning, Alan and Brian hone in the discussion on retirement plans and the different forms that they can take. Traditional IRA, 401k, 403b, and 457 plans just being a few options we can choose from – depending on our situations of course. While we believe that Social Security isn't going to leave us for good anytime soon, there are some actions that we need to personally put into place to supplement any potential financial shortcomings that may come with Social Security in the future. Most Americans aren't financially prepared for retirement. Make sure you're not one of them!
Hosts:
Alan Holman, CFP®, Wealth Advisor
Brian Wiley, Financial Advisor
The Real Money Pros:
https://www.therealmoneypros.com
—————————————————————
SPONSORS:
Academy Mortgage:
https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor
Lively (HSAs and FSAs)
https://livelyme.com/pro
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Advisor Insurance Solutions:
https://advisorinsurancesolutions.com/
—————————————————————
3,155 Listeners
1,747 Listeners
436 Listeners
776 Listeners
734 Listeners
502 Listeners
3,517 Listeners
5,079 Listeners
3,050 Listeners
27,977 Listeners
366 Listeners
885 Listeners
332 Listeners
784 Listeners
196 Listeners