CEO of Wealth Standard Financial and Senior Wealth Advisor of Wealth Standard Financial Brian Butler discusses the importance of preparation in retirement planning, especially in light of unexpected financial storms. He emphasizes the need for clarity in retirement goals, continuous engagement with clients, and the critical aspect of long-term care planning.
The conversation highlights the evolving nature of financial planning and the necessity of being proactive rather than reactive in securing a stable retirement.
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資訊
- 節目
- 頻率每月更新兩次
- 發佈時間2024年10月8日 上午8:00 [UTC]
- 長度16 分鐘
- 年齡分級兒少適宜