A bootstrappers podcast for founders, entrepreneurs, visionaries and dreamers who are building businesses from the ground up without the taking on debt or selling equity. Here we cover marketing, sales, organization and mindset issues that matter to you
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AFSPA Talks Financial Planning and Wealth Management
Manage episode 341574320 series 2919336
Content provided by AFSPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AFSPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This week AFSPA Talks Financial Planning and Wealth Management with Greg Klingler, COO and VP, Wealth Management at GEBA. Greg holds a number of designations and licenses, including Certified Financial Planner, Certified Plan Fiduciary Advisor, and the Chartered Federal Benefits Consultant Designation. You can learn more at www.gebawealth.com
Disclaimer:
Securities offered by Cape Securities Inc, Member FINRA, SIPC.
Managed money offered through Cape Securities Advisory.
Past returns do not guarantee future results. The views expressed within this podcast should not be considered a personalized recommendation. If you desire specific recommendations, please contact a financial advisor who will consider your financials, risk tolerance and investment time horizon prior to advising on potential solutions.
Chapters
1. AFSPA Talks Financial Planning and Wealth Management (00:00:00)
2. What is GEBA? (00:03:52)
3. Services Offered (00:05:44)
4. Why GEBA (00:10:23)
5. Advice for New Members (00:12:41)
6. Benefits (00:24:00)
77 episodes
Share
Manage episode 341574320 series 2919336
Content provided by AFSPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AFSPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This week AFSPA Talks Financial Planning and Wealth Management with Greg Klingler, COO and VP, Wealth Management at GEBA. Greg holds a number of designations and licenses, including Certified Financial Planner, Certified Plan Fiduciary Advisor, and the Chartered Federal Benefits Consultant Designation. You can learn more at www.gebawealth.com
Disclaimer:
Securities offered by Cape Securities Inc, Member FINRA, SIPC.
Managed money offered through Cape Securities Advisory.
Past returns do not guarantee future results. The views expressed within this podcast should not be considered a personalized recommendation. If you desire specific recommendations, please contact a financial advisor who will consider your financials, risk tolerance and investment time horizon prior to advising on potential solutions.
Chapters
1. AFSPA Talks Financial Planning and Wealth Management (00:00:00)
2. What is GEBA? (00:03:52)
3. Services Offered (00:05:44)
4. Why GEBA (00:10:23)
5. Advice for New Members (00:12:41)
6. Benefits (00:24:00)
77 episodes
All episodes
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Similar to AFSPA Talks
A bootstrappers podcast for founders, entrepreneurs, visionaries and dreamers who are building businesses from the ground up without the taking on debt or selling equity. Here we cover marketing, sales, organization and mindset issues that matter to you
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
Evan Davis hosts the business conversation show with insights from the people at the top.
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
The traditional enterprise go-to-market motion is undergoing a transformational shift. B2B buyers are more sophisticated than ever, and operational efficiency is a key focus for every organization. One key function possesses a unique opportunity to shape the future of revenue generation: enablement. On this podcast, we’re bringing you the secrets, strategies, and tactics that successful enablement leaders are using to drive meaningful impact. The Enablement Edge is the go-to resource for sal ...
…
continue reading
Join our experts at the Consumer Reports Test Track as they discuss cars, answer buying questions, and share insights on everything automotive.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
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