Listen "Episode 08 | Stages of Retirement Planning: Prepping for Your Exit Plan"
Episode Synopsis
In this episode, Bradford Financial Center's financial advisors, Shallon Weis and Jim Tausz continue the podcast series on Retirement Planning. We covered the first stage of retirement planning which begins in your youth. This episode sets the stage and the preparations for our next podcast in this retirement planning series that focuses on post-retirement and the concerns you should be aware of at that stage. Stick around for the last five minutes where the two address Five Important Factors for Building Your Retirement Teamin our Five in Five segment.OUR APPROACHToday's investor needs more than a portfolio manager, they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals.Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more and then advise only on investments and strategies that make sense to your financial situation.OUR WEALTH MANAGEMENT SERVICESBradford Financial Center offers individual and corporate services in:Financial ConsultingInvestmentsTax-savings StrategiesFeasibility StudiesRisk ManagementRetirement and Estate Planning, Trust PlanningBusiness Development and Business ValuationsWE'RE SOCIALConnect with us to read the latest financial trends and market updates.FacebookInstagramLinkedInSUBSCRIBETo receive our monthly financial news email in your inbox, subscribe HERE.DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your personal situation.
More episodes of the podcast Small Changes, Big Results | Your Wealth Journey Podcast
Episode 10 | Tax Planning and Tax Saving
05/12/2023
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