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The Pitfalls of Overplanning for Retirement
Manage episode 425577191 series 3561335
Inhoud geleverd door Art McPherson. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Art McPherson of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
Christian McPherson, the newest team member of the McPherson Financial Group, shares his experience and journey in the financial industry. Christian recently passed his CFP exam and joined the McPherson Financial Group to continue the legacy of his family's firm. He highlights the importance of building deep relationships with clients and the value of working as a team. The conversation also touches on the significance of planning for retirement, managing investments, over planning, reducing taxes, and incorporating charitable giving into financial plans.
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