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Tony Schutte Talks Crafting Successful Educator Retirement Strategies
Manage episode 413208248 series 3565750
Nội dung được cung cấp bởi Randy Aranowitz. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Randy Aranowitz hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
In this episode of the Wowcast, host Randy Aranowitz interviews Tony Schutte, a financial advisor and certified financial planner with EFS Advisors in Minnesota.
Schutte discusses his personal and professional background, including how his parents' careers influenced his decision to become a financial advisor, specifically for teachers. He details his educational journey, including his early graduation from St. Olaf College due to his advanced placement classes.
The conversation covers EFS Advisors' use of an auto-enrollment program for 403(b) and 457 plans, the mechanics of it, and the challenges faced in different states due to legal restrictions.
Chương
1. Tony Schutte Talks Crafting Successful Educator Retirement Strategies (00:00:00)
2. Financial Advisor Interviews Certified Retirement Specialist (00:00:08)
3. Financial Planning and Technology Efficiency (00:07:01)
4. Auto-Enrollment and 403B Matching in Minnesota (00:13:06)
5. Financial CRM Implementation and CFP Impact (00:23:12)
6. Succession Planning and Growth Strategies (00:32:01)
7. Personal Hobbies, Volunteering, and Work Dynamic (00:44:38)
4 tập
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