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On Exit Coach Radio, Bill interviewed over 1,200 advisors, 20 min each, always relevant, offering clarity and solutions for Business and Life issues.
Episodes
Monday Feb 27, 2017
Monday Feb 27, 2017
Pat’s focus is on serving the needs of retirees and pre-retirees, he offers conservative strategies that seek to minimize risk to principal while maximizing income. His process helps each client understand how much risk is appropriate in determining the optimal asset allocation for them.
Questions Asked:
1. Is retiring early simply a case of money, or are there other factors?
2. How does healthcare factor in a decision to retire early?
3. What kind of portfolio do I need to retire early?
Contact Info:
Website: http://www.harvestfg.com
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
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