Listen "Do You Really Understand Your Plan?"
Episode Synopsis
We find most times when we sit with clients that want to have an annuity review done as part of their retirement road map review, because they don't understand what they bought. Most times annuities are sold, they're not bought by the consumer. So, we dive in very deep. We get as clinical as someone wants us to be, but people do walk out with complete and utter clarity. We understand them inside and out.
More episodes of the podcast Roadmap to Retirement by Thrive Financial Services
Navigating the "Golden Years"
18/12/2023
The Four D's of Retirement Planning
22/11/2023
Are you Prepared for Taxes in Retirement?
06/11/2023
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.