095: Why You Need a Financial Planning Team with Jason Gordo

The Guided Retirement Show

İçerik Dean Barber tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Dean Barber 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.

1y ago 22:44

MP3•Bölüm sayfası

Have you ever been a CEO? Whether you have been or not, you’re going to have the opportunity to be one during one of the best times of your life. That’s because if you have the right mindset about it and have the right team around you, you’ll be the CEO of your retirement. However, a CEO is only as effective as the other team members of the company. The same goes with being the CEO of your retirement. That’s why Modern Wealth Management President Jason Gordo is joining Dean Barber on The Guided Retirement Show to discuss our team approach to financial planning for retirement.

In this podcast interview, you’ll learn:

What It Means to Be the CEO of Your Retirement
Our Team Approach to Financial Planning for Retirement
What It’s Like to Work Together with a CFP® Professional, CPA, and CFA
How to Gain More Confidence, Freedom, and Time in Retirement

START PLANNING

To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/95

Learn More about Retirement Planning

Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

114 bölüm

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