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The Pitfalls of Overplanning for Retirement
Manage episode 425577191 series 3561335
Kandungan disediakan oleh Art McPherson. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Art McPherson 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.
Christian McPherson, the newest team member of the McPherson Financial Group, shares his experience and journey in the financial industry. Christian recently passed his CFP exam and joined the McPherson Financial Group to continue the legacy of his family's firm. He highlights the importance of building deep relationships with clients and the value of working as a team. The conversation also touches on the significance of planning for retirement, managing investments, over planning, reducing taxes, and incorporating charitable giving into financial plans.
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