Strategies to Creating Certainty in Retirement #2

In this installment, Jamie talks with James Wortley, Founder of Enlightened Financial Solutions & Video Advice in Australia, and Founding Shareholder of Lumiant. They chat about behavioural biases and how they can impact retirement, the role of the advisor in identifying biases and overcoming them, and tailoring advice to clients with these biases.

James Wortley LinkedIn: https://www.linkedin.com/in/james-wortley73/ Enlightened Financial Solutions Website: https://www.efsmackay.com.au/ Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/

With Allianz Retire+, it all adds up to certainty. Visit https://ensombl.com/go/20231004

Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/

General Disclaimer – https://www.ensombl.com/disclaimer/