• What is Financial Health and Why Does it Matter?

  • 2024/07/19
  • 再生時間： 53 分
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What is Financial Health and Why Does it Matter?

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  • In this conversation, Kevin Sullivan and Robin Whitlock discuss the importance of financial health and its connection to physical and mental health. They emphasize the need for both financial and behavioral management in order to achieve financial health. They also discuss the role of annuities in providing income stability and long-term care planning. The hosts highlight the importance of client education and knowledge transfer in helping individuals make informed financial decisions. In this conversation, Kevin and Robin discuss various topics related to retirement planning and financial management. They emphasize the importance of taking action and scheduling an appointment to create a customized lifetime income plan. They also discuss tax planning for retirement and provide tips for maximizing savings and minimizing tax liabilities

    Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

    See omnystudio.com/listener for privacy information.
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あらすじ・解説

In this conversation, Kevin Sullivan and Robin Whitlock discuss the importance of financial health and its connection to physical and mental health. They emphasize the need for both financial and behavioral management in order to achieve financial health. They also discuss the role of annuities in providing income stability and long-term care planning. The hosts highlight the importance of client education and knowledge transfer in helping individuals make informed financial decisions. In this conversation, Kevin and Robin discuss various topics related to retirement planning and financial management. They emphasize the importance of taking action and scheduling an appointment to create a customized lifetime income plan. They also discuss tax planning for retirement and provide tips for maximizing savings and minimizing tax liabilities

Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

See omnystudio.com/listener for privacy information.
個人ファイナンス 経済学
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