The Power of a One-Page Retirement Plan: Less Is More
6.2 هزار بار بازدید -
4 هفته پیش
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Discover the simplicity and effectiveness
Discover the simplicity and effectiveness of a one-page retirement plan! In this video, we explain what a one-page retirement plan looks like, how it works, and why it's a superior alternative to traditional, confusing retirement plans. Simplify your financial future with our straightforward approach.
▶️ 2 Important Questions (to help you craft your retirement mission statement) TWO Sobering questions to get the MOS...
🔥 GET NICK’S WHITE PAPER here: https://brindleandbay.com/modern-guar...
✏️ LEARN MORE about Brindle & Bay here: https://www.brindleandbay.com/
___________________________
🔑 KEY TOPICS
0:00 - Intro
1:29 - The Problem with Traditional Plans
2:40 - What Is a Finacial Plan?
4:22 - One-Page Plan Walkthrough
13:18 - Conclusion
___________________________
💵 ABOUT US
We're a Frisco, Texas-based independent financial advisory firm serving individuals in several states nationwide. We're here to listen to your needs and guide you through the financial planning process.
___________________________
CONNECT 🤝
Nick's Newsletter: https://www.newsletter.brindleandbay....
Facebook: Facebook: brindleandbay
Instagram: https://www.instagram.com/brindleandb...
Linkedin: LinkedIn: about
YouTube: @brindleandbay
___________________________
CONTACT ☎
Website:
Phone: (214) 988-9178
Email: [email protected]
▶️ 2 Important Questions (to help you craft your retirement mission statement) TWO Sobering questions to get the MOS...
🔥 GET NICK’S WHITE PAPER here: https://brindleandbay.com/modern-guar...
✏️ LEARN MORE about Brindle & Bay here: https://www.brindleandbay.com/
___________________________
🔑 KEY TOPICS
0:00 - Intro
1:29 - The Problem with Traditional Plans
2:40 - What Is a Finacial Plan?
4:22 - One-Page Plan Walkthrough
13:18 - Conclusion
___________________________
💵 ABOUT US
We're a Frisco, Texas-based independent financial advisory firm serving individuals in several states nationwide. We're here to listen to your needs and guide you through the financial planning process.
___________________________
CONNECT 🤝
Nick's Newsletter: https://www.newsletter.brindleandbay....
Facebook: Facebook: brindleandbay
Instagram: https://www.instagram.com/brindleandb...
Linkedin: LinkedIn: about
YouTube: @brindleandbay
___________________________
CONTACT ☎
Website:
Phone: (214) 988-9178
Email: [email protected]
4 هفته پیش
در تاریخ 1403/03/28 منتشر شده
است.
6,284
بـار بازدید شده