Latest / All Things Retirement
Ep 46: Wants, Needs & Wishes - Planning Using a Pyramid Approach
Sometimes it’s helpful to visualize complex topics to help make them easier to understand. On this episode, we’ll discuss how to compartmentalize your wants, needs, and wishes in regards to your retirement plan. Anthony will talk about the process he goes through with each client and the importance of having a plan that covers more than just finances.
Show Notes:
Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/
Website: https://www.cardinalwg.com/
Email: retire@cardinalwg.com
Phone: (904) 414-2375
The skinny
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