Episode 15: Strategic Financial Planning for Pre-Retirees and Retirees
Strategic Financial Planning for Pre-Retirees and Retirees
Welcome to Episode 015 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Will Rodriguez and discusses personalized wealth management strategies for pre-retirees and retirees.
Will began his career in the wealth management field in 2012 while working for a large, multi-national firm. It was there that he developed his passion for financial planning. Will joined Briggs Wealth Management in 2019 and services our clients financial planning needs.
Will…
The skinny
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