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Taking Charge of Your Retirement Plan: The Ultimate Guide
Manage episode 407499574 series 3561293
Kandungan disediakan oleh Impact Partnership and Mike Douglas. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Impact Partnership and Mike Douglas 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.
Michigan's retirement coach Mike Douglas offers a safe space for people to talk about their financial future. But what happens when the check engine light comes on and you know something is wrong? Heather Branch and Mike delve into the importance of a second opinion, leaving listeners wondering what kind of financial trouble they might be in.
In this episode, you will be able to:
Explore the importance of a supportive setting in financial consultation.
Learn the necessity of ongoing dialogue with your clients.
Develop unshakeable relationships for victorious financial planning.
Discern the advantages of multiple viewpoints in making retirement decisions.
Take charge of your retirement journey to accomplish the best life imaginable.
The key moments in this episode are:
00:00:01 - Introduction, 00:03:06 - Making Financial Conversations Comfortable, 00:06:40 - Starting the Conversation, 00:09:45 - Second Opinions, 00:10:43 - Importance of General Checkups, 00:11:18 - Creating a Comfortable Environment, 00:12:31 - Communicate, Communicate, Communicate, 00:13:43 - A Safe Space for Financial Conversations, 00:14:11 - Start Your Retirement Roadmap Today, 00:14:34 - Disclaimer,
Begin the conversation with Mike and his team at LifePlanWealth.com and learn how their process could help streamline your financial future. Follow on Facebook. Subscribe on YouTube.
See omnystudio.com/listener for privacy information.
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