Wine Down – Retirement Planning Options - a podcast by Radon Stancil, CFP® & Murs Tariq, CFP®

If you want to start securing your retirement, then it is time to be aware of the types of retirement planning options available for you.
In this episode of the Secure Your Retirement podcast, we talk about retirement planning options and our strategy at POM over a glass of Brickyard Wine. We explain the three types of financial advisors and what they offer.
Listen in to learn more about our comprehensive retirement planning strategy and why we believe it’s beneficial.
In this episode, find out:
? The type of financial advisor that helps you as just an investment manager.
? The type of financial advisor that helps you create a financial plan but not necessarily how to implement it.
? The one-stop-shop financial advisor – creates and helps you implement a financial plan.
? Our comprehensive retirement planning – investment strategy, income planning, taxes, and estate planning.
? How we built a foundation to establish if retirement is possible while looking into the different scenarios that might occur.
? How we developed relationships with CPAs to provide tax strategies to our clients.
? Mur’s on his experience working for POM for 10 years and the benefits of the continued growth.
? How we continue to evolve through growth and putting out education.
Tweetable Quotes:
? “We have a structure to do all things in one particular place where a person doesn’t have to go to multiple locations.”- Radon Stancil
? “If you don’t continue learning or adding services, then eventually you’re going to be left behind.”- Murs Tariq
Resources:
If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!
To access the course, simply visit https://pomwealth.net/3-keys-to-secure-your-retirementlp/ (POMWealth.net/podcast.)

Further episodes of Secure Your Retirement

Further podcasts by Radon Stancil, CFP® & Murs Tariq, CFP®

Website of Radon Stancil, CFP® & Murs Tariq, CFP®