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Tony Schutte Talks Crafting Successful Educator Retirement Strategies
Manage episode 413208248 series 3565750
Kandungan disediakan oleh Randy Aranowitz. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Randy Aranowitz 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 the Wowcast, host Randy Aranowitz interviews Tony Schutte, a financial advisor and certified financial planner with EFS Advisors in Minnesota.
Schutte discusses his personal and professional background, including how his parents' careers influenced his decision to become a financial advisor, specifically for teachers. He details his educational journey, including his early graduation from St. Olaf College due to his advanced placement classes.
The conversation covers EFS Advisors' use of an auto-enrollment program for 403(b) and 457 plans, the mechanics of it, and the challenges faced in different states due to legal restrictions.
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1. Tony Schutte Talks Crafting Successful Educator Retirement Strategies (00:00:00)
2. Financial Advisor Interviews Certified Retirement Specialist (00:00:08)
3. Financial Planning and Technology Efficiency (00:07:01)
4. Auto-Enrollment and 403B Matching in Minnesota (00:13:06)
5. Financial CRM Implementation and CFP Impact (00:23:12)
6. Succession Planning and Growth Strategies (00:32:01)
7. Personal Hobbies, Volunteering, and Work Dynamic (00:44:38)
4 episod
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