095: Why You Need a Financial Planning Team with Jason Gordo

The Guided Retirement Show

Το περιεχόμενο παρέχεται από το Dean Barber. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Dean Barber ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

1y ago 22:44

MP3•Αρχική οθόνη επεισοδίου

Have you ever been a CEO? Whether you have been or not, you’re going to have the opportunity to be one during one of the best times of your life. That’s because if you have the right mindset about it and have the right team around you, you’ll be the CEO of your retirement. However, a CEO is only as effective as the other team members of the company. The same goes with being the CEO of your retirement. That’s why Modern Wealth Management President Jason Gordo is joining Dean Barber on The Guided Retirement Show to discuss our team approach to financial planning for retirement.

In this podcast interview, you’ll learn:

What It Means to Be the CEO of Your Retirement
Our Team Approach to Financial Planning for Retirement
What It’s Like to Work Together with a CFP® Professional, CPA, and CFA
How to Gain More Confidence, Freedom, and Time in Retirement

START PLANNING

To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/95

Learn More about Retirement Planning

Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

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