The Importance Of A Fiduciary In Your Retirement Planning
Manage episode 431300234 series 3578578
Keith Wolffong of Capstone Planning shares the story of how his family's financial planning practice started and discusses the importance of being a fiduciary. He emphasizes the need for a comprehensive financial plan that takes into account individual goals and removes financial guardrails. Keith also talks about the best time to retire and the importance of a first consultation to understand a client's financial situation and goals. He offers a free stress test for the first 10 callers to his firm. Keith discusses strategies for tax efficiency, Social Security planning, and long-term care and life insurance. He highlights the importance of estate planning and beneficiary reviews.
7 episodes