26 episodes
Power of Holistic Retirement Podcast - with Dedrick Adell Dedrick Adell
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- Business
Dedrick Adell is a Registered Representative of Park Avenue Securities LLC (PAS).
OSJ: 3040 POST OAK BLVD, SUITE 1150, HOUSTON TX, 77056, (281) 220-2700.
Securities products offered through PAS, member FINRA, SIPC.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
PAS is a wholly owned subsidiary of Guardian.
Park Avenue Securities LLC is not an affiliate or subsidiary of PAS or Guardian.
Holistic Legacy Wealth is not an affiliate or subsidiary of PAS or Guardian.
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Chapter 26 - Power of Risk Tolerance
Have you wondered how to exactly invest? This episode will give you a breakdown on how to create your own personal risk tolerance for your investment portfolio.
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Chapter 25 - Required Minimum Distributions
The IRS has strict rules about required minimum distributions.
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Chapter 24 - Power of Roth Conversions
When you transfer funds, getting it right is important.
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Chapter 23 - Power of Choosing Your Retirement Team
Just as a coach chooses his players, you should wisely choose those on your Retirement Team.
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Chapter 22 - Voluntary Taxation
Taxation voluntary? Listen to learn more.
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Chapter 21 - 12-Month Retirement Planning Checklist
Having a 12-month plan is the key to building your financial future.