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Episode #55 Lessons Learned From Nashville!

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Manage episode 231078731 series 2310214
Content provided by On The Money with Jerry and Nick Royer Show, On The Money with Jerry, and Nick Royer Show. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by On The Money with Jerry and Nick Royer Show, On The Money with Jerry, and Nick Royer Show 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.

In this week's episode, you’ll find out the lessons Jerry and Nick learned during a recent conference they attended in Nashville. They judged the IARFC National Financial Plan Competition and left with several valuable lessons. One of which is why retirees and pre-retirees should have a K.I.S.S. financial plan. Another takeaway is that studies show asking a lot of questions about your situation can result in a plan you feel more certain about during retirement. But what questions should you be asking anyway? Jerry and Nick lay them out for you.
Enjoy the show!
Resources In Today's Episode:
- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
- Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer

  continue reading

93 episodes

Artwork
iconShare
 
Manage episode 231078731 series 2310214
Content provided by On The Money with Jerry and Nick Royer Show, On The Money with Jerry, and Nick Royer Show. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by On The Money with Jerry and Nick Royer Show, On The Money with Jerry, and Nick Royer Show 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.

In this week's episode, you’ll find out the lessons Jerry and Nick learned during a recent conference they attended in Nashville. They judged the IARFC National Financial Plan Competition and left with several valuable lessons. One of which is why retirees and pre-retirees should have a K.I.S.S. financial plan. Another takeaway is that studies show asking a lot of questions about your situation can result in a plan you feel more certain about during retirement. But what questions should you be asking anyway? Jerry and Nick lay them out for you.
Enjoy the show!
Resources In Today's Episode:
- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
- Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer

  continue reading

93 episodes

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