23 min
Episode 95: Process Before Product Connected by Community
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- Relationships
Is it too early to start planning for retirement? Today we are joined by wealth advisors Bryan Ballentine, CFP®, CRPC™ and Anthony Colancecco, CFP®, CRPC™ with Ballentine Capital Advisors, where they talk about how it is never too early to start planning for every stage of your life. Bryan and Anthony discuss the importance of budgets, life insurance, disability insurance, and specifics about purpose-based investing. They go into detail about their unique bucket strategy of retirement income, and how these buckets are personalized to you, and help you plan for not only your future, but inflation. Tune in to learn more about how they can help you reach your financial goals, and even potentially pay less taxes along the way!
Bryan Ballentine, CFP®, CRPC™ and Anthony Colancecco, CFP®, CRPC™
Ballentine Capital Advisors
Balletinecapital.com
Is it too early to start planning for retirement? Today we are joined by wealth advisors Bryan Ballentine, CFP®, CRPC™ and Anthony Colancecco, CFP®, CRPC™ with Ballentine Capital Advisors, where they talk about how it is never too early to start planning for every stage of your life. Bryan and Anthony discuss the importance of budgets, life insurance, disability insurance, and specifics about purpose-based investing. They go into detail about their unique bucket strategy of retirement income, and how these buckets are personalized to you, and help you plan for not only your future, but inflation. Tune in to learn more about how they can help you reach your financial goals, and even potentially pay less taxes along the way!
Bryan Ballentine, CFP®, CRPC™ and Anthony Colancecco, CFP®, CRPC™
Ballentine Capital Advisors
Balletinecapital.com
23 min