Host Mark Struthers CFA CFP® will give you tips and strategies to build wealth on your terms. Mark is a father; he knows how important balance is in our lives. Mark’s focus for the podcast is to give you the tools for well-balanced wealth building, realizing we all have goals beyond making money. Wealth has a different meaning for everyone.
Episodes
Thursday Mar 11, 2021
An Alternative Approach To Retirement With Denise Downey
Thursday Mar 11, 2021
Thursday Mar 11, 2021
Retirement expert Denise Downey joins us to discuss different approaches to retirement. Times have changed over the last 20 years and maybe our approach to retirement should too. And as always, we will discuss how college planning fits into her alternative retirements.
For questions on working with Denise:
https://www.financialtrex.com/
For Sona's free eBook on saving for retirement and college:
https://mailchi.mp/fae9d3d6f91a/5-must-knows
The MNice Investor Goes To College Podcast is for educational purposes only. Investment Advisory Services are offered through Sona Financial LLC (DBA Sona Wealth and Sona Wealth Management), a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed during this show/episode should be viewed as investment advice. If you have questions pertaining to your specific situation, please consult your own financial professional.
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