The Role of Financial Coaches

10/06/2025 12 min
The Role of Financial Coaches

Listen "The Role of Financial Coaches"

Episode Synopsis

Are you ready to navigate the emotional and financial maze of retirement? Jon Hicks goes through the evolving roles of financial coaching and advising, focusing on the transition into retirement and how to structure exit strategies for business owners. Learn how to align your goals with your financial plan, explore the balance between lifestyle and savings, and uncover the hidden challenges of leaving a business behind. Whether you're looking to retire early, maximize your savings, or redefine your post-retirement identity, this episode explores holistic planning that prioritizes your aspirations over numbers.   Schedule your complimentary appointment today: RetirementSolutionShow.com   Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.