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5 Retirement Regrets & How to Avoid Them

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Manage episode 472307638 series 3597894
Content provided by Concenture Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Concenture Wealth Management 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.

This week, Robert G. Gilliland, CRPC™ & Karen Heider, CRPC™, CDFA® explore the critical aspects of retirement planning that go beyond financial concerns. They’ll discuss a few big retirement regrets they've heard over the years from clients and offer valuable insights to help navigate retirement years with purpose and fulfillment.

🧭Download FREE guides: https://concenturewealth.com/financial-guides/
📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing
🌐Our Website: http://www.concenturewealth.com
📞Call Us: 713-930-2910
📧Message Us: [email protected]
💼Our LinkedIn: https://www.linkedin.com/company/concenturewealth/
📸Our Instagram: https://www.instagram.com/concenturewealth/
👍Our Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/
▶️Subscribe to our Channel: https://www.youtube.com/@concenturewealth

  continue reading

76 episodes

Artwork
iconShare
 
Manage episode 472307638 series 3597894
Content provided by Concenture Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Concenture Wealth Management 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.

This week, Robert G. Gilliland, CRPC™ & Karen Heider, CRPC™, CDFA® explore the critical aspects of retirement planning that go beyond financial concerns. They’ll discuss a few big retirement regrets they've heard over the years from clients and offer valuable insights to help navigate retirement years with purpose and fulfillment.

🧭Download FREE guides: https://concenturewealth.com/financial-guides/
📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing
🌐Our Website: http://www.concenturewealth.com
📞Call Us: 713-930-2910
📧Message Us: [email protected]
💼Our LinkedIn: https://www.linkedin.com/company/concenturewealth/
📸Our Instagram: https://www.instagram.com/concenturewealth/
👍Our Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/
▶️Subscribe to our Channel: https://www.youtube.com/@concenturewealth

  continue reading

76 episodes

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