『The Authority Playbook (Aired 07-23-26) Retire with Confidence: Income, Taxes & Social Security Strategies』のカバーアート

The Authority Playbook (Aired 07-23-26) Retire with Confidence: Income, Taxes & Social Security Strategies

The Authority Playbook (Aired 07-23-26) Retire with Confidence: Income, Taxes & Social Security Strategies

無料で聴く

ポッドキャストの詳細を見る

【Amazonプライム会員限定】今ならプレミアムプランが4か月 月額99円。

10月19日まで。※適用条件あり

In this episode of The Authority Playbook, host Jeff Brandeis welcomes Kiersten Crum, Wealth Advisor at SRG Financial Advisors, for an insightful conversation on how to build a confident and financially secure retirement through personalized planning and informed decision-making.

Together, they explore the essential strategies that shape long-term financial success, including retirement income planning, Social Security optimization, tax-efficient withdrawal strategies, investment management, debt planning, and legacy preparation.

Chapters
  • (00:00:00) - The Authority Playbook
  • (00:00:44) - Getting It Out There: The Authority Show
  • (00:01:54) - Jeff Hoover's The Authority Playbook
  • (00:02:46) - Kirsten Miller on Wealth Advisors
  • (00:05:10) - How to Plan for Retirement
  • (00:07:09) - What Communication Habit Should Financial Advisors Stop Having?
  • (00:08:08) - What Is the Magic Moment Your Clients Have For Retirement?
  • (00:11:03) - The Authority Playbook
  • (00:11:42) - Why Clarity Creates Authority
  • (00:12:22) - Why are Retirement Conversations so Emotional?
  • (00:17:05) - Social Security Retirement Plans
  • (00:19:59) - Information Overload
  • (00:22:12) - Kirsten Cr
  • (00:29:12) - Does Legacy Planning Play a Role in Your Plan?
  • (00:30:32) - Earn Your Client's Trust Through Education
  • (00:32:55) - The Authority Playbook
  • (00:33:36) - What Helped a Client Move From Uncertainty to Action?
  • (00:35:39) - How to Make a Client Feel During a Meeting
  • (00:36:49) - No One Should Be Embarrassed About Their Financial Situation
  • (00:37:42) - How to Balance Debt to Retire with Financial Planning
  • (00:40:36) - When Do You Overwhelm the Client With Information?
  • (00:41:36) - How to Find a Financial Fit for Your Life
  • (00:43:56) - The Authority Playbook
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません