What to Expect When Having Your First Conversation About Retirement (Ep.2)
Planning for your finances far in advance is always a good idea. However, planning for harsh financial circumstances is much more difficult.
In this episode of Maximizing Outcomes, Jim McGovern explains what clients can expect when having their first conversation with a financial advisor. He also goes into detail about the difference between a good and a great strategy when saving money for retirement.
Jim discusses:
- What the first conversation with his team looks like using his unique four-step-process
- The history of growth in his company by using their unique approach with clients
- Strategies to use for avoiding or facing anticipated harsh financial circumstances
- Strategies his clients have found successful when saving for retirement and managing their cash flows
- And more
Connect with McGovern Wealth Group:
- jmcgovern@mcgovernwealth.com
- info@mcgovernwealth.com
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Podcast: Play in new window | Download (Duration: 34:27 — 47.3MB) | Embed