• Episode 1: Intro to Crown Advisors

  • 2024/10/30
  • 再生時間： 29 分
  • ポッドキャスト

Episode 1: Intro to Crown Advisors

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  • In this episode, Bill Kearney and John Foard introduce themselves and their firm, Crown Advisors. They discuss their backgrounds as financial planners and the reasons behind their decision to form a partnership. The main focus of their firm is helping clients with income planning and tax management for retirement. They emphasize the importance of creating a comprehensive financial plan and the role of tax efficiency in retirement planning. They also mention their specialization in special needs planning and their commitment to providing meaningful support to families in this area. The episode concludes with a preview of future topics, including retirement risks and special needs planning.
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あらすじ・解説

In this episode, Bill Kearney and John Foard introduce themselves and their firm, Crown Advisors. They discuss their backgrounds as financial planners and the reasons behind their decision to form a partnership. The main focus of their firm is helping clients with income planning and tax management for retirement. They emphasize the importance of creating a comprehensive financial plan and the role of tax efficiency in retirement planning. They also mention their specialization in special needs planning and their commitment to providing meaningful support to families in this area. The episode concludes with a preview of future topics, including retirement risks and special needs planning.
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