38- Making Your Retirement Dream a Reality Pat Schmidt

05/06/2023 34 min
38- Making Your Retirement Dream a Reality Pat Schmidt

Listen "38- Making Your Retirement Dream a Reality Pat Schmidt"

Episode Synopsis

Pat Schmidt-- Director VP of Business Development & Managing Partner joins Robb.  Together they talk about helping you make your dream retirement a reality. They talk about avoiding the retirement roadblocks, fear of running out of money, long term care and the 5 key components of a great retirement plan.   Robb Rothrock Certified Retirement Counselor & Investment Advisor Direct: 972-468-9294 Schedule a call or meeting: calendly.com/robbrothrock Check out my LinkedIn: linkedin.com/in/robbrothrock/ View our Website: retirethenrelax.com Investment Advisor services offered through American Elite Advisory, a Registered Investment Adviser What is your Investment Risk Tolerance? Click below to take the short survey: Risk | American Elite Adv (americaneliteadvisory.com)   We are an Independent Insurance Agency and are not affiliated with or endorsed by Medicare, Social Security, or any state or federal agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-Medicare to get information on all your options. CONFIDENTIALITY NOTICE: This electronic transmission (including any files attached hereto) contains information that is legally privileged, confidential, and exempt from disclosure. It is intended for use only by the individual or entity named above. If you are not the intended recipient or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any disclosure, dissemination, copying, distribution, or the taking of any action in reliance on the contents of this confidential information is strictly prohibited. If you have received this communication in error, please destroy it, remove it from your computer and/or network and immediately notify me by email. Thank you.