Episode #55 Lessons Learned From Nashville!

On The Money with Jerry and Nick Royer Podcast

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5+ y ago 19:13

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In this week's episode, you’ll find out the lessons Jerry and Nick learned during a recent conference they attended in Nashville. They judged the IARFC National Financial Plan Competition and left with several valuable lessons. One of which is why retirees and pre-retirees should have a K.I.S.S. financial plan. Another takeaway is that studies show asking a lot of questions about your situation can result in a plan you feel more certain about during retirement. But what questions should you be asking anyway? Jerry and Nick lay them out for you.
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Resources In Today's Episode:
- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
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