Navigating Retirement with Purpose with Amy Braun-Bostich: Fiduciary Voices #FinLit Series12/20/2024
With almost 35 years of experience in the profession, she talks about the client relationship side of financial planning, shares advice for advisors, and some impactful client stories. Braun-Bostich shares some of her expert insights into retirement planning, including recognizing those who struggle with retirement, emotional well-being, risks, and more. She also discusses creating a successful and satisfying retirement for clients and how advisors can help clients feel comfortable spending and giving their money.
Learn more about Amy Braun-Bostich and Braun-Bostich & Associates at Braun-Bostich.com.
Nearing her own retirement, she discusses the emotional side of having deep client relationships and impactful client stories. Sheckels also talks about the biggest anticipated and unexpected risks people face when transitioning into retirement, including accounting for inflation, health issues, and more. She shares some best practices advisors can implement to help clients achieve their ideal retirement.
Learn more about Lydia Sheckels and Wescott Financial Advisory Group at Wescott.com
He talks about his team’s approach to developing a strategy and advises on getting involved with a trusted advisor. Keller also shares some resources and recommendations for beginners as well as more advanced individuals who are seeking to perfect their financial literacy skills.
Learn more about Jared Keller and Financial Independence Planning at MyFIPAdvisor.com. |
