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Welcome to the MONEY & MOM Podcast, diving deep into the world of retirement planning with a refreshing twist. Certified Financial Planner, Vince Oldre, brings his expert advice from serving the Twin Cities through CFG Retirement. But here's the twist - joining him is his mom, Valerie Oldre, to provide a perspective rarely heard in the financial world: that of the retiree. As Vince navigates the complexities of retirement planning, Valerie steps in with her lived experience, motherly insights, and candid feedback. It's a blend of professional wisdom and personal experience, delivering a balanced outlook on retirement. This isn't just another financial podcast. It's a conversation between a financial advisor and the person he advises: his mom. Together, they aim to make retirement planning more relatable, understandable, and, dare we say, enjoyable. So, whether you're a seasoned investor, a newbie, or somewhere in between, join Vince and Valerie as they unravel the many facets of retirement, combining expert advice with a touch of motherly love. Visit https://cfgretirement.com/ or call 952-657-7470 with your questions!
3 episod
Welcome to the MONEY & MOM Podcast, diving deep into the world of retirement planning with a refreshing twist. Certified Financial Planner, Vince Oldre, brings his expert advice from serving the Twin Cities through CFG Retirement. But here's the twist - joining him is his mom, Valerie Oldre, to provide a perspective rarely heard in the financial world: that of the retiree. As Vince navigates the complexities of retirement planning, Valerie steps in with her lived experience, motherly insights, and candid feedback. It's a blend of professional wisdom and personal experience, delivering a balanced outlook on retirement. This isn't just another financial podcast. It's a conversation between a financial advisor and the person he advises: his mom. Together, they aim to make retirement planning more relatable, understandable, and, dare we say, enjoyable. So, whether you're a seasoned investor, a newbie, or somewhere in between, join Vince and Valerie as they unravel the many facets of retirement, combining expert advice with a touch of motherly love. Visit https://cfgretirement.com/ or call 952-657-7470 with your questions!
3 episod
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