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Content provided by Impact Partnership and Gregg MacInnis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Gregg MacInnis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Signs You Might Want to Switch Your Financial Advisor

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Manage episode 493368278 series 3561326
Content provided by Impact Partnership and Gregg MacInnis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Gregg MacInnis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Signs You Might Want to Switch Your Financial Advisor

Is your financial advisor not returning your calls or doing maintenance on your portfolio? Are they not providing your other needs like tax and estate planning? In this episode of Countdown to Retirement, Gregg MacInnis offers the reasons you might want to change advisors and why it’s okay to seek a second opinion about your retirement future.

For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com.

See omnystudio.com/listener for privacy information.

  continue reading

59 episodes

Artwork
iconShare
 
Manage episode 493368278 series 3561326
Content provided by Impact Partnership and Gregg MacInnis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Gregg MacInnis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Signs You Might Want to Switch Your Financial Advisor

Is your financial advisor not returning your calls or doing maintenance on your portfolio? Are they not providing your other needs like tax and estate planning? In this episode of Countdown to Retirement, Gregg MacInnis offers the reasons you might want to change advisors and why it’s okay to seek a second opinion about your retirement future.

For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com.

See omnystudio.com/listener for privacy information.

  continue reading

59 episodes

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