Nerd's Eye View

MARCH 28, 2023

Welcome back to the 326th episode of the Financial Advisor Success Podcast ! Erica is the Founder and Owner of Track That Advisor, a consulting and coaching firm based in Gilbert, Arizona, that helps advisory firms track, and then improve upon, their marketing results. My guest on today's podcast is Erica Pauly. Read More.

Financial Advisor 193

Financial Advisor Marketing Marketing Strategic Planning 193

WiserAdvisor

SEPTEMBER 8, 2023

Hasty decisions made before retirement can lead to unexpected financial troubles and compromises. You may consult with a financial advisor to understand how to prepare for retirement and the importance of adopting a prudent approach to retirement planning. Need a financial advisor?

Retirement 59

Retirement Retirement Planning Financial Advisor Budgeting 59

Zoe Financial

MARCH 22, 2023

Avoid Dependency Other sources of income that some people receive include a pension, deferred compensation plan, or the sale of a business. You can control how you manage these savings, but there are still things you can’t control, so you must devise a strategic plan to liquidate and create the most tax-efficient retirement possible.

Retirement 52

Retirement CFP Taxes Accounting 52