Integrated Wealth Management Experience in Retirement
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the elements of their integrated wealth management experience approach. An integrated wealth management experience offers a similar approach to a family office but for multiple people. A family office is a scenario where you have enough assets that you need a whole team to help you manage those assets.
Listen in to learn more about the elements of an integrated wealth management experience: a retirement financial plan, specific-to-the-client investment process, and tax planning. You will also learn how we\u2019re involved in every step of the wealth management process, in-house or with a partner.
In this episode, find out:
- A family office \u2013 having enough assets you need a whole team to help manage those assets.
- How we created an integrated wealth management experience that looks like a family office.
- The three elements of our in-house and partnered integrated wealth management experience.
- The importance of estate planning as part of the integrated wealth management experience.
- How we work with an expert to simplify and plan the social security side of things.
- How we analyze a client\u2019s situation and help plan for health insurance ourselves or with partners.
- How we make the financial plan and wealth management process easier for the client by being involved.
Tweetable Quotes:
- \u201cThe reason why estate planning is so important as part of the integrated wealth management experience is because if we don\u2019t have things in place, it can make it very difficult for whoever we leave behind.\u201d- Radon Stancil
- \u201cSocial security can be simple and complex at the same time, and that\u2019s why we have a social security consultant on retainer with us that we tap into for her knowledge.\u201d- Murs Tariq
Resources:
If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!
To access the course, simply visit POMWealth.net/podcast.