Retirement Planning - Money Not Math

Tate flips the script and interviews me about What I do and WHY. Money Not Math 78 Clip 1


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Tate flips the script and interviews me about What I do and WHY. Money Not Math 78 Clip 1

Link to this video: https://youtu.be/NRxmNXWsJWM

Links to the other clips: Why did I choose financial planning as my profession? Money Not Math 78 Clip 2 https://youtu.be/BmfGFHIUi7c

What does it look like if you meet with me for the first time? How does the conversation start and how do we determine if we should work together? Money Not Math 78 Clip 3 https://youtu.be/-15L31QwlsM

Who do I provide the most value to? Who can benefit the most by working with me? Money Not Math 78 Clip 4 https://youtu.be/_sCmcukcCIM

What are the bases that need to be covered to protect yourself, your wealth, and your family? Money Not Math 78 Clip 5 https://youtu.be/vcDzNd8mSos

Do you want to be a spender, saver, or wealth creator? Money Not Math 78 Clip 6 https://youtu.be/NclPng0DNQs

How much of your retirement wealth do you want to lose to taxes? Money Not Math 78 Clip 7 https://youtu.be/IMmDNMU4t28

Link to the full video: https://youtu.be/oDHSos5j200

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Retirement Planning - Money Not MathBy Drew Erickson

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