2 episodes
Rethinking Retirement Jonathan Herbruck & Virgil Dominic
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- Education
"Rethinking Retirement" offers insight and advice to help make certain that your retirement years can be the happiest years of your life. Hear retiree Virgil Dominick discuss the financial issues of retirement with Jonathan Herbruck, CEO of Grand River Capital. The program also features special guests, who provide insights into other ways to thrive throughout your retirement years! *Disclosures* Securities Offered Through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services Offered Through Valmark Advisers, Inc. a SEC Registered Investment Advisor Grand River Capital, LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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Questions for Your Prospective Advisor
In episode 2 we answer your questions about how to hire your financial planner. We also discuss the Investment Policy Statement and how to make sure you and your advisor stay on the same page.
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The Retirement Lifestyle
In episode 1 we examine retirement as a lifestyle, rather than an event. We discuss how the word "busy" has a new definition within this lifestyle. Our audience question is about Social Security. We conclude by talking about financial planning as a lifelong process, not a 1-stop shop, and how to choose a financial advisor.This episode originally aired on July 31, 2011 on the radio in Northeast Ohio. We have updated the episode where needed, but for the most part, the information was still as ...