24 min
Astute Insights - Financial Strategist Astute Insights
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- Entrepreneurship
Welcome to our monthly podcast interview!
Offering tip and tricks to small and medium sized business owners.
This month we are chatting with financial strategist Gerry McKenzie of Your Path Finder about how to achieve a path to an abundant retirement. We touch on the difference between a financial planner and a financial strategist and how, as strategists, they really look at getting their clients ahead in a way that’s going to suit them and their objectives.
Welcome to our monthly podcast interview!
Offering tip and tricks to small and medium sized business owners.
This month we are chatting with financial strategist Gerry McKenzie of Your Path Finder about how to achieve a path to an abundant retirement. We touch on the difference between a financial planner and a financial strategist and how, as strategists, they really look at getting their clients ahead in a way that’s going to suit them and their objectives.
24 min