In this episode of The Phoenix Prosperity Podcast, host Tim Fergestad sits down with powerhouse financial consultant Renee Scherzer, Senior Vice President at OneDigital. Renee shares her professional journey from founding her own retirement planning firm to successfully merging it with OneDigital, all while staying rooted in personal growth and service to others.
Renee dives deep into the often misunderstood world of retirement planning, discussing how Secure Act legislation is reshaping how people prepare for retirement, the misconceptions employees have about their financial futures, and how companies can better support financial wellness across all levels of their workforce.
 
---------------------------------------------- Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!

Ver todos los episodios