Working with a True Retirement Planner cover art

Working with a True Retirement Planner

Working with a True Retirement Planner

Listen for free

View show details

About this listen

Ashley Patterson explains the difference between a financial planner and a holistic retirement planner. She explains the components of a true retirement plan that must be implemented including income, tax strategies, and protective components especially in the area of healthcare. Ashley also talks about annuities. She discusses the different types of annuities and how the right one could be a beneficial tool for you in your retirement plan.

Reach the Texas Money Mavericks at 800-971-3319.

See omnystudio.com/listener for privacy information.

No reviews yet