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What Really Happens in Your First Retirement Planning Meeting with Robert Brantley
Manage episode 496017344 series 3669773
What if the fear of talking to a financial advisor is the very thing keeping you from retiring sooner and living the life you’ve always dreamed of?
In this episode, Ryan Thacker sits down with Robert Brantley, a trusted Investment Advisor Representative at B.O.S.S. Retirement Solutions, to talk about what really happens during a first retirement planning meeting. Known for his deep tax expertise, sincere client relationships, and powerful personal story, Robert shares why that first conversation could be one of the most life-changing moments of your retirement journey.
You’ll hear:
- (00:03:00) Robert’s surprising background from Japan to the Tabernacle Choir
- (00:06:00) How raising a daughter with special needs changed Robert’s financial journey
- (00:09:00) What to expect during a first retirement appointment and why it’s more personal than numbers
- (00:15:00) How a custom plan gave a grieving spouse peace of mind
- (00:30:00) A life-changing case study: from burnout to bucket-list travel in Tanzania
- And more
If you’ve been putting off your first planning meeting, this conversation might just change your mind and your future.
Resources:
Get your FREE B.O.S.S. Retirement Blueprint:
3 Ways to Respond:
- Text BLUEPRINT to (435) 500-0665
- Call: (800) 769-7550
- or Click Here
Connect with Ryan Thacker:
Connect with Robert Brantley:
About Robert Brantley
Robert Brantley is an Investment Advisor Representative at B.O.S.S. Retirement Solutions. With more than a decade of experience in financial services, Robert takes time to understand each client’s situation, including their wants, needs and goals. With that crucial information in mind, Robert helps clients build an optimal system of financial security to help them to and through retirement.
Before working in financial services, Robert was a professor at a university overseas. He holds two advanced degrees: one in teaching from Brigham Young University and one in accounting from The University of North Carolina at Chapel Hill.
He is a trained singer and has been in many choral groups over the years. He is proud to have been one of the earliest members of BYU’s now-famous a cappella group, Vocal Point.
Robert loves traveling, cooking and basketball, but his favorite pastime is spending time with his family. He and his wife, Marta, are the proud parents of nine children — six girls and three boys — and have a dog, Remi. The family loves music, walking at sunset, playing noisy and fun games, and trying new things.
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