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MONEY & MOM: Navigating Retirement With Expert Advice & Motherly Love

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Content provided by Vince Oldre. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Vince Oldre 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.

Welcome to the MONEY & MOM Podcast, diving deep into the world of retirement planning with a refreshing twist. Certified Financial Planner, Vince Oldre, brings his expert advice from serving the Twin Cities through CFG Retirement. But here's the twist - joining him is his mom, Valerie Oldre, to provide a perspective rarely heard in the financial world: that of the retiree. As Vince navigates the complexities of retirement planning, Valerie steps in with her lived experience, motherly insights, and candid feedback. It's a blend of professional wisdom and personal experience, delivering a balanced outlook on retirement. This isn't just another financial podcast. It's a conversation between a financial advisor and the person he advises: his mom. Together, they aim to make retirement planning more relatable, understandable, and, dare we say, enjoyable. So, whether you're a seasoned investor, a newbie, or somewhere in between, join Vince and Valerie as they unravel the many facets of retirement, combining expert advice with a touch of motherly love. Visit https://cfgretirement.com/ or call 952-657-7470 with your questions!

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3 episodes

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iconShare
 
Manage series 3501296
Content provided by Vince Oldre. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Vince Oldre 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.

Welcome to the MONEY & MOM Podcast, diving deep into the world of retirement planning with a refreshing twist. Certified Financial Planner, Vince Oldre, brings his expert advice from serving the Twin Cities through CFG Retirement. But here's the twist - joining him is his mom, Valerie Oldre, to provide a perspective rarely heard in the financial world: that of the retiree. As Vince navigates the complexities of retirement planning, Valerie steps in with her lived experience, motherly insights, and candid feedback. It's a blend of professional wisdom and personal experience, delivering a balanced outlook on retirement. This isn't just another financial podcast. It's a conversation between a financial advisor and the person he advises: his mom. Together, they aim to make retirement planning more relatable, understandable, and, dare we say, enjoyable. So, whether you're a seasoned investor, a newbie, or somewhere in between, join Vince and Valerie as they unravel the many facets of retirement, combining expert advice with a touch of motherly love. Visit https://cfgretirement.com/ or call 952-657-7470 with your questions!

  continue reading

3 episodes

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