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Listen "Here’s How Financial Coaching Could Change Your Future (Ep. 3)"
Episode Synopsis
In a technology-filled world where we are often encouraged to ‘do it yourself,’ seeking professional financial advice may sound counterintuitive.
However, the right guidance can help turn your uncertainties into opportunities for growth!
This week on The View From The Inside Podcast, Kevin Richardson uncovers his firm’s approach when dealing with clients from varying financial brackets while exploring the intricacies of pre and post-retirement planning and the unique challenges and triumphs of catering to a diverse clientele.
Whether you’re just beginning your journey toward retirement or several years in and looking for advice on making it count, this episode offers enlightening perspectives and real-life stories to help you on your unique path.
Kevin discusses:
Tactical Wealth Management’s ideal clients
The needs and nuances of different clients, from the mass affluent to high-net-worth individuals
The importance of financial education for first-time advisor seekers and inheritors
Strategic considerations for pre and post-retirees in wealth management
Changes in financial advising in the digital age through tools like Zoom and FinTech
And more!
Resources:
From Football to Finance, Kevin Richardson’s Story (Ep. 1)
Holistic Financial Planning: Working with Tactical Wealth Management (Ep. 2)
Warren Buffett on Compounding Interest
RightCapital
Apple: 10bii App
Android: 10bii App
Connect with Kevin Richardson:
Tactical Wealth Management
LinkedIn: Kevin Richardson
[email protected]
(831) 717-1144
—
Kevin M. Richardson is a registered representative with, securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
However, the right guidance can help turn your uncertainties into opportunities for growth!
This week on The View From The Inside Podcast, Kevin Richardson uncovers his firm’s approach when dealing with clients from varying financial brackets while exploring the intricacies of pre and post-retirement planning and the unique challenges and triumphs of catering to a diverse clientele.
Whether you’re just beginning your journey toward retirement or several years in and looking for advice on making it count, this episode offers enlightening perspectives and real-life stories to help you on your unique path.
Kevin discusses:
Tactical Wealth Management’s ideal clients
The needs and nuances of different clients, from the mass affluent to high-net-worth individuals
The importance of financial education for first-time advisor seekers and inheritors
Strategic considerations for pre and post-retirees in wealth management
Changes in financial advising in the digital age through tools like Zoom and FinTech
And more!
Resources:
From Football to Finance, Kevin Richardson’s Story (Ep. 1)
Holistic Financial Planning: Working with Tactical Wealth Management (Ep. 2)
Warren Buffett on Compounding Interest
RightCapital
Apple: 10bii App
Android: 10bii App
Connect with Kevin Richardson:
Tactical Wealth Management
LinkedIn: Kevin Richardson
[email protected]
(831) 717-1144
—
Kevin M. Richardson is a registered representative with, securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
In God we trust