A Behind The Scenes Look Into A Client Case

Common Sense Financial Podcast

A Behind the Scenes Look into A Client Case

I have hundreds of meetings every year with people who want my help to identify areas of their plan that need attention and solutions for doing things right.

I recall meeting with a couple who wanted my opinion on whether or not they were well-positioned for they’re pending retirement.

They shared with me that they were set on retiring and needed to make things work with what they have.

So, we arranged a meeting to review what they had and I gave them the opportunity to provide me with some insight into who they have been working with, why they invested the way that they did and what they felt the purpose of the money they have is going forward.

Listen in as I discuss this couple’s situation and how we helped them make improvements in several areas of their financial situation.

What you will learn is that having a financial plan in place is much different than simply having some life insurance and a few investments.

Learn all the different consideration we made when helping this couple prepare for their retirement.

As always, if you have any questions about what you learn about today please let me know. I get a lot of questions about money and am happy to point you in the right direction.

The podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. Our firm is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the US Government or any governmental agency. The information and opinions contained herein provided by the third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by our firm.

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