The Retirement Cafe: With Dan Reese and Brent Oliver

Today on the Retirement Café, we are going to talk about the power of planning in reverse order. That may sound a little odd to some, but I think by the end of our episode today Dan and Brent will help you to see the power of this concept.

One of the buzzwords around financial planning and investment management is fiduciary. On today’s show we are going to spend some time talking about what a fiduciary is and if a fiduciary may be appropriate for your needs.

When we think about receiving a large lump sum of money, we tend to look at that as a positive thing. However, if you look at the statistics among NFL players and lottery winners, they end up filing for bankruptcy only a couple years after receiving those big checks. On today’s show, Dan and Brent talk about some proactive steps you should take when receiving a large amount of money and where most people go wrong.

Today’s episode is all about keeping tabs on where you have been, where you are currently, and where you are heading. Dan and Brent consider this one of the biggest keys to long-term success. It also can be one of the most challenging tasks when dealing with money.

Filter by Category

Subscribe to the Podcast

Contact Us

Fill out the form below and we’ll reach out to you with more information!

Contact Info