Listen "What a Meeting With an Advisor Looks Like"
Episode Synopsis
On this episode, I share how I structure my client and guest meetings. If you've never worked with an advisor before, this might alleviate some hesitation due to wondering what actually takes place in a meeting.
More episodes of the podcast The Real Retirement Podcast
Thank You: Concluding Episode
01/07/2025
How to Get a Deal on a Car
01/06/2025
What a Real Retirement Portfolio Looks Like
01/05/2025
How to Redeem Your Money
01/04/2025
Tiny Habits to Create Lasting Value
01/03/2025
Back-To-Basics: How to Invest | E5
01/09/2024
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.