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Getting Everyone on the SAME team

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Manage episode 226083720 series 1238356
Content provided by Retirement 360 and Alan Mercurio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Retirement 360 and Alan Mercurio 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 on Retirement 360, MWA advisor, Alan, and host, Tony Vanetti, discuss the importance of having a total team to manage and guide your retirement. Does your CPA speak with your attorney, and then do they both speak to your financial advisor? Alan tackles the importance of having eveyone meet to make sure your retirement is on trach!
  continue reading

222 episodes

Artwork

Getting Everyone on the SAME team

Retirement 360

17 subscribers

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Manage episode 226083720 series 1238356
Content provided by Retirement 360 and Alan Mercurio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Retirement 360 and Alan Mercurio 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 on Retirement 360, MWA advisor, Alan, and host, Tony Vanetti, discuss the importance of having a total team to manage and guide your retirement. Does your CPA speak with your attorney, and then do they both speak to your financial advisor? Alan tackles the importance of having eveyone meet to make sure your retirement is on trach!
  continue reading

222 episodes

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