successful retirement

Tune in to hear:

- What led Jeff to sometimes act inauthentically in the past and what snapped him out of this?

- How does the client experience look different between those with an authentic, holistic advisor and those who have an advisor with a top producer type mindset?

- What does Jeff see as the most common impediment that’s keeping people from creating a meaningful money life?

- How do we get people to shift from a solipsistic approach to what Jeff describes as “other focused?” Considering this - should one’s advisor play a role in encouraging this shift within them?

- What role does hard work play in crafting a meaningful money journey? How can this element of wellness be sustained once one is retired?

- If someone who is listening doesn’t already have an advisor and they are looking to find one with a very holistic approach that goes beyond the meat and potatoes of their financial life, how should they go about vetting various advisors?

https://www.jeffbernierauthor.com

Compliance Code: 0108-OAS-1/17/2023

What is success when it comes to your financial future?  While most people see that as a destination,  a better way to look at it is as a direction.  And that all starts with a plan.  Too often, folks meet with Michael Wallin and Stacey Andres and they have pieces of their financial future figured out, but not a cohesive plan.

Today we look at the InfoRight Process and the six pillars of financial planning - Investment, Tax, Income Planning, HealthCare, Wealth Transfer, and Estate Planning.  We also have a special offer for podcast listeners.   They can, for free, sign up for the LifeArc program, which allows you to input all of your information and get a projection about your financial future.

To take advantage of this plan, visit https://www.artofwealthunbroken.com/  

You can also call Michael and Stacey at 855-378-1806.