A phone call or website can seem so impersonal. Or worse, it could be a financial scam. At least, those are possible thoughts one may have before they visit someone to handle their finances in retirement. It can be a scary thought to go out there and do something new. So, to help provide more confidence to face the unknown, this show will focus on what the process is like for a potential new client first meeting with a financial professional and what this meeting and process may entail.For more infomation on retirement planning, visit nicholaswealth.com!In this week’s episode of Retire Ready, David Nicholas breaks down the essential elements of a complete retirement plan. Learn how to coordinate your investments, manage risk, and create predictable income for the future — all while finding smarter ways to reduce taxes and preserve your wealth.

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