In this episode—part three of our four-part series about Faith 401K & Money Management —we explore the key traits of an ideal client and the unique financial challenges they face when preparing for retirement. With a focus on personal connection and faith-based financial principles, Dennis shares how his approach goes beyond investing to help clients build a secure and purpose-driven retirement plan.

Here’s some of what we cover:

📅 Start Planning Early – Why the 5-year mark is critical for retirement success.

📊 Beyond Investing – Understanding taxes, healthcare, and longevity in financial planning.

🏈 Game Plan for Retirement – How a solid strategy can help you avoid financial fumbles.

🤝 Personalized Guidance – Why relationships matter in financial advising.

0:00 – Intro

0:47 – Ideal client

1:24 – Common challenges

2:41 – Relationships

3:53 – Misconceptions about planning

6:06 – What we hope you learn

7:21 – How we serve client needs

Our website: https://www.401k.faith

Phone: (513) 898-1897

Contact our team: https://www.faith401kmgmt.com/contact_us/

Book an Introductory Meeting: https://www.faith401kmgmt.com/contact_us/

Check out our no-cost financial flipbooks here: https://www.faith401kmgmt.com/learning_center/flipbooks/

Join one of our upcoming events: https://www.faith401kmgmt.com/events.htm

Check out our online calculators: https://www.faith401kmgmt.com/learning_center/calculators/

Check us out on YouTube: https://www.youtube.com/channel/UCpuK6WuipFhXBxujjM6nl7g

Facebook: https://www.facebook.com/profile.php?id=100063561056644

LinkedIn: https://www.linkedin.com/in/dennis-horr-2ba3714/

X: https://x.com/dennishorr