The Real Money Pros

There’s No Investing Without Planning (6/10/2023)


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Building a successful retirement fund doesn't happen without a solid plan to back it up. How else do you compensate for your child's college tuition, an expensive hospital bill, or a random series of expenses you never saw coming? Brian hosts the show solo today to explain the important of a financial plan and a look into the "Bucket Strategy" that he uses for his clients.

 

Hosts:

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/

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