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Kandungan disediakan oleh Jim Moran. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jim Moran atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Episode Nine: Unlocking Financial Freedom with Wendie Hohman of Sand Creek Investment Partners

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Manage episode 448957459 series 3582036
Kandungan disediakan oleh Jim Moran. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jim Moran atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In this episode of Uncommon Knowledge for Seniors, host Jim Moran from Cascade Hasson Sotheby’s sits down with Wendie Hohman, a seasoned financial advisor with Sand Creek Investment Partners, to explore the essentials of financial planning for a secure retirement. Wendie shares valuable insights into navigating the complex landscape of investments and retirement strategies, specifically tailored to seniors. Together, they dive into practical steps for financial freedom, including tips on preserving wealth, minimizing risks, and creating a sustainable retirement plan.

Connect with our guest, Wendie Hohman, at Sand Creek Investment Partners > ABOUT US > People

  continue reading

10 episod

Artwork
iconKongsi
 
Manage episode 448957459 series 3582036
Kandungan disediakan oleh Jim Moran. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jim Moran atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In this episode of Uncommon Knowledge for Seniors, host Jim Moran from Cascade Hasson Sotheby’s sits down with Wendie Hohman, a seasoned financial advisor with Sand Creek Investment Partners, to explore the essentials of financial planning for a secure retirement. Wendie shares valuable insights into navigating the complex landscape of investments and retirement strategies, specifically tailored to seniors. Together, they dive into practical steps for financial freedom, including tips on preserving wealth, minimizing risks, and creating a sustainable retirement plan.

Connect with our guest, Wendie Hohman, at Sand Creek Investment Partners > ABOUT US > People

  continue reading

10 episod

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