The Retirement Success in Maine Podcast

Working With Our Clients to Define Their Retirement Success with Wes Del Col

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Ep 001: Welcome to The Retirement Success in Maine Podcast! In the first episode of our podcast, we kick off the conversation by talking with Wes Del Col, CFP(R), Managing Principal of Guidance Point Advisors. The hosts, Ben and Curtis, dig into Wes' background, the founding of Guidance Point Advisors, and how our clients have defined "retirement success" over time. For more, see the full show notes at https://blog.guidancepointllc.com/1/

What You'll Learn In This Podcast Episode:
  • Meet Wes! What made him become a Financial Advisor? [2:47]
  • Learn about Guidance Point Advisors. How did the company begin? [16:05]
  • How and with who does Guidance Point Advisors work? [28:41]
  • How does Guidance Point Advisors fit into our client’s Retirement Success? How is
    • retirement success defined? [40:31]
  • What does retirement look like for Wes? What is his definition of retirement success? [56:36]
  • How do we expect to see the financial advice industry change over the next 20 years,
    • and how will Guidance Point change with it? [1:01:00]
  • Ben & Curtis wrap-up [1:03:07]
    • ...more
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    The Retirement Success in Maine PodcastBy Guidance Point Advisors, LLC.
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