Ep 46: Wants, Needs & Wishes - Planning Using a Pyramid Approach

All Things Retirement

Nov 18 2021 • 23 mins


Sometimes it’s helpful to visualize complex topics to help make them easier to understand. On this episode, we’ll discuss how to compartmentalize your wants, needs, and wishes in regards to your retirement plan. Anthony will talk about the process he goes through with each client and the importance of having a plan that covers more than just finances.

Show Notes:

Retirement Rescue TOOLKIT: https://pfcl1znr.pages.infusionsoft.net/

Website: https://www.cardinalwg.com/

Email: retire@cardinalwg.com

Phone: (904) 414-2375