Unlock Your Potential by Working With A Professional

Unlocking your financial potential and ensuring a successful retirement is not something that happens overnight. It requires strategic planning, expert guidance, and a keen understanding of the financial landscape. In this episode, John shares his journey and insights into the world of retirement planning.

Our mission is driven by a desire to provide unbiased, client-centered advice—a rarity in an industry often dominated by commission-based motives. As we’ll explain today, the role of a fiduciary is to act in the best interest of the client, even if it means personal sacrifice. This commitment to integrity is what sets us apart and underscores the importance of choosing the right advisor for your retirement journey.

Here’s some of what we discuss in this episode:

0:00 – Intro

1:28 – What got John into financial planning?

4:58 – The role of taxes

7:00 – The referral process

11:44 – What’s next after the plan?

14:03 – The biggest hurdle is often the mindset shift

17:16 – The many hats of financial advisors

 

Get in touch:

Phone: [phone]

Book an appointment with us: http://bookachatwithjohn.net  

Get in touch with us: https://mearsmoney.com/  

Watch the Podcast on YouTube: https://bit.ly/3PmcOPM