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İçerik June Horne tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan June Horne veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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Meet June Horne, Founder of Transition Advisor Group

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Manage episode 399380448 series 3551818
İçerik June Horne tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan June Horne veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

Welcome to our first episode of TAG Talks. As we unpack the essential steps to retiring with ease and certainty, we want to begin by introducing you to the Transition Advisor Group Founder and CEO, June Horne.

June shares the defining moments that carved her path in the industry and the inception of her own firm. She opens up about the intricacies of creating a comprehensive financial plan and tackling retirement anxieties head-on to ensure clients are well-equipped for their golden years.

June's two-decade expertise in financial advising is a treasure trove of knowledge, and she's here to chart the course toward a retirement filled with certainty and prosperity. Through heartfelt storytelling, we navigate the waters of financial planning, uncovering June's personal inspirations and the critical steps to implementing a strategy for your forever money.

Here’s some of what we discuss in this episode:

0:00 – Intro

1:12 – How she got into this industry

2:58 – Financial planning at TAG

7:14 – Living in Pennsylvania

10:25 – Goal for the show
Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv

Schedule an appointment: https://www.tag-pa.com/contact

Find us on YouTube: https://bit.ly/3SLNt4Z

  continue reading

10 bölüm

Artwork
iconPaylaş
 
Manage episode 399380448 series 3551818
İçerik June Horne tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan June Horne veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

Welcome to our first episode of TAG Talks. As we unpack the essential steps to retiring with ease and certainty, we want to begin by introducing you to the Transition Advisor Group Founder and CEO, June Horne.

June shares the defining moments that carved her path in the industry and the inception of her own firm. She opens up about the intricacies of creating a comprehensive financial plan and tackling retirement anxieties head-on to ensure clients are well-equipped for their golden years.

June's two-decade expertise in financial advising is a treasure trove of knowledge, and she's here to chart the course toward a retirement filled with certainty and prosperity. Through heartfelt storytelling, we navigate the waters of financial planning, uncovering June's personal inspirations and the critical steps to implementing a strategy for your forever money.

Here’s some of what we discuss in this episode:

0:00 – Intro

1:12 – How she got into this industry

2:58 – Financial planning at TAG

7:14 – Living in Pennsylvania

10:25 – Goal for the show
Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv

Schedule an appointment: https://www.tag-pa.com/contact

Find us on YouTube: https://bit.ly/3SLNt4Z

  continue reading

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