Matching real people, asking real questions about their money, with experienced Financial Advisors. You’ll hear answers to important questions like: Is now the right time to buy a house? What to do if your business fails? How should I be saving to cover the cost of college? How much do I really need to retire and am I on track? Join us as our guests share their stories around life's major moments. And hear the difference a conversation can make. Hosted by Morgan Stanley Wealth Management’s J ...
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277 - Joe Jordan on Navigating Change In World of Advice
MP3•Episode home
Manage episode 500412181 series 2880399
Content provided by Nassau Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nassau Financial Group 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.
Joe Jordan explores the importance of purpose in retirement, the impact of demographics, and the role of technology, including AI. Joseph emphasizes the significance of life insurance and social security in financial planning, advocating for a human-centered approach to financial services. The conversation highlights the need for advisors to adapt to changing client needs and the importance of understanding the emotional aspects of financial decision-making. Listen now where you get your podcasts and at
…
continue reading
282 episodes
MP3•Episode home
Manage episode 500412181 series 2880399
Content provided by Nassau Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nassau Financial Group 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.
Joe Jordan explores the importance of purpose in retirement, the impact of demographics, and the role of technology, including AI. Joseph emphasizes the significance of life insurance and social security in financial planning, advocating for a human-centered approach to financial services. The conversation highlights the need for advisors to adapt to changing client needs and the importance of understanding the emotional aspects of financial decision-making. Listen now where you get your podcasts and at
…
continue reading
282 episodes
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