Travis Ivanoff, and Paul Ivanoff discuss the essential steps for planning a successful retirement and break down what a first visit is like. They suggest gathering necessary documents before the first meeting and understanding your own personal retirement goals.

With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights!

Contact Us: Ivanoff Wealth Management

See omnystudio.com/listener for privacy information.