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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
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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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5
1616 ratings
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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