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011: How To Turn Your Portfolio into a Financial Plan with Nick Nelson
Manage episode 333690686 series 3001511
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When most folks come into our offices for the first time, they have a portfolio of mutual funds, stocks, bonds, annuities, cash, real estate, and other assets. What they don’t have is a full financial plan.
At SHP, we have a team dedicated just to financial planning, and today’s guest, Nick Nelson, leads that team. Nick joined SHP Financial in June 2016 after beginning his career with an independent financial planning firm in downtown Boston. He’s a registered Financial Advisor, is Securities licensed, and he’s motivated and passionate about making a difference in the everyday aspects of people’s lives.
In today’s conversation, Nick joins the podcast to talk about his financial planning process with new clients, the risk factors you should be thinking about as you approach retirement age, and the key components of a comprehensive financial plan designed to allow you to live comfortably into old age and protect your legacy.
In this podcast interview, you’ll learn:
- How strong financial planning helped us add a million dollars of value to a client’s portfolio.
- Why so many people are comfortable with not having a plan–and how this can negatively impact them sooner than later.
- The three worlds of money you can invest in in retirement.
- Why tax strategy is coming up more than ever–and how to manage your liability when investing in a 401(k), IRA, 403(b), or 457.
- The five key areas where retirees make critical mistakes when it comes to planning.
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast
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