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Retirement Planning - Money Not Math
Drew Erickson
193 episodes
5 days ago
I love to help people have more confidence in their financial future. My mission is to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to 100 active clients or less at all times that I have a fiduciary responsibility to. If you are interested in scheduling a 15-minute call to ask questions and determine if it might make sense for us to work together, please use this link to do so at your convenience, https://form.jotform.com/240425716309151 My core Values are Family, Faith, Finances, Fitness, Friends and Fun.
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All content for Retirement Planning - Money Not Math is the property of Drew Erickson and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
I love to help people have more confidence in their financial future. My mission is to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to 100 active clients or less at all times that I have a fiduciary responsibility to. If you are interested in scheduling a 15-minute call to ask questions and determine if it might make sense for us to work together, please use this link to do so at your convenience, https://form.jotform.com/240425716309151 My core Values are Family, Faith, Finances, Fitness, Friends and Fun.
Show more...
Investing
Business
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Two Doors. One Choice. Which Will You Pick? Money Not Math 164
Retirement Planning - Money Not Math
8 minutes 45 seconds
1 month ago
Two Doors. One Choice. Which Will You Pick? Money Not Math 164

Two Doors. One Choice. Which Will You Pick?

Copy:
Retirement comes down to two outcomes:
πŸšͺ Door #1: Your money outlives you β†’ Dignity. Independence. Legacy.
πŸšͺ Door #2: You outlive your money β†’ Dependence. No legacy.

The difference? A Plan.
We help you build a strategy that gives you the best chance at Door #1.
Free, no-obligation consultation.

πŸ‘‰ Ready to choose your door? Message us today.

#RetirementPlanning #LegacyPlanning #WealthManagement #MoneyNotMath #5StoneFinancialGroup #FiduciaryAdvisor


Retirement Planning - Money Not Math
I love to help people have more confidence in their financial future. My mission is to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to 100 active clients or less at all times that I have a fiduciary responsibility to. If you are interested in scheduling a 15-minute call to ask questions and determine if it might make sense for us to work together, please use this link to do so at your convenience, https://form.jotform.com/240425716309151 My core Values are Family, Faith, Finances, Fitness, Friends and Fun.