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If you want to start securing your retirement, then it is time to be aware of the types of retirement planning options available for you. 

In this episode of the Secure Your Retirement podcast, we talk about retirement planning options and our strategy at POM over a glass of Brickyard Wine. We explain the three types of financial advisors and what they offer.

Listen in to learn more about our comprehensive retirement planning strategy and why we believe it\u2019s beneficial.

In this episode, find out:

\u25cf     The type of financial advisor that helps you as just an investment manager.

\u25cf     The type of financial advisor that helps you create a financial plan but not necessarily how to implement it.

\u25cf     The one-stop-shop financial advisor \u2013 creates and helps you implement a financial plan.

\u25cf     Our comprehensive retirement planning \u2013 investment strategy, income planning, taxes, and estate planning.

\u25cf     How we built a foundation to establish if retirement is possible while looking into the different scenarios that might occur.

\u25cf     How we developed relationships with CPAs to provide tax strategies to our clients.

\u25cf     Mur\u2019s on his experience working for POM for 10 years and the benefits of the continued growth.

\u25cf     How we continue to evolve through growth and putting out education.

Tweetable Quotes:

\u25cf     \u201cWe have a structure to do all things in one particular place where a person doesn\u2019t have to go to multiple locations.\u201d- Radon Stancil

\u25cf     \u201cIf you don\u2019t continue learning or adding services, then eventually you\u2019re going to be left behind.\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.