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Two phases of retirement planning and why advisors should never leave things on autopilot
Gary Garland and co-host Doug Turnbull talk about tidying up and sprucing up portfolios. Gary shares the dangers and the missed opportunities in not updating one’s portfolio and how people are underserved by advisors that do not check in with their clients to do this. Gary also describes the difference between phase one and phase two retirement planning. And he shares about why overreacting to the current financial volatility is futile, compared to steady planning for any scenario.
Click here to schedule your free conversation with Gary for a comprehensive review on tax reduction, investment optimization, and improvement or call 732-751-4677.
Come to Friendly Fridays in the Integrated Wealth Solutions education center and meet Gary and the team. There are light food and drinks at this complimentary happy hour event from 3-5:30 p.m. on April 4th. Call the office or email [email protected] to learn more.
Listen to “Your Retirement, Your Way” with Gary Garland every Sunday at 8 a.m. on 92.7FM/1310 AM WOBM and wobm.com. Have ideas or questions for the show? Email [email protected] or send Integrated Wealth Solutions a message on Facebook!
See omnystudio.com/listener for privacy information.
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Gary Garland and co-host Doug Turnbull talk about tidying up and sprucing up portfolios. Gary shares the dangers and the missed opportunities in not updating one’s portfolio and how people are underserved by advisors that do not check in with their clients to do this. Gary also describes the difference between phase one and phase two retirement planning. And he shares about why overreacting to the current financial volatility is futile, compared to steady planning for any scenario.
Click here to schedule your free conversation with Gary for a comprehensive review on tax reduction, investment optimization, and improvement or call 732-751-4677.
Come to Friendly Fridays in the Integrated Wealth Solutions education center and meet Gary and the team. There are light food and drinks at this complimentary happy hour event from 3-5:30 p.m. on April 4th. Call the office or email [email protected] to learn more.
Listen to “Your Retirement, Your Way” with Gary Garland every Sunday at 8 a.m. on 92.7FM/1310 AM WOBM and wobm.com. Have ideas or questions for the show? Email [email protected] or send Integrated Wealth Solutions a message on Facebook!
See omnystudio.com/listener for privacy information.