The 7 Holistic Pillars of Retirement Planning with CFF Josh Reesman | The Retirement Planner Podcast Ep. 3

“I come from a family of educators, so I love how we do things here: Understand the options, educate people on the pros and cons of those different options, and then make some recommendations and give people an idea of what we think the best options might be for them.”

We all have ideas about what we want our retirement to look like, but getting there can feel overwhelming. With so many investment options and financial vehicles out there, and so many questions and variables changing the financial landscape every day, having a solid plan and a knowledgeable advising team can help make the roadmap more approachable and understandable. Chamberlin Planning Team Director Josh Reesman sits down with Don to discuss those financial variables and how the pillars of a holistic retirement plan help address them.

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https://fb.chamberlin-group.com/podcast