Finding Clarity in Your Financial Blueprint | Retirement Talk with Eric Kearney

The key to making informed decisions about your financial future is... you guessed it- information! We’re here to help you understand where you’re coming from so that you can get 𝘄𝗵𝗲𝗿𝗲 𝘆𝗼𝘂 𝘄𝗮𝗻𝘁 𝘁𝗼 𝗴𝗼! 🧭
In the 70th episode of 𝙍𝙚𝙩𝙞𝙧𝙚𝙢𝙚𝙣𝙩 𝙏𝙖𝙡𝙠 𝙬𝙞𝙩𝙝 𝙀𝙧𝙞𝙘 𝙆𝙚𝙖𝙧𝙣𝙚𝙮, Eric and Joseph cover some of the big questions you may have regarding your financial plan and they share how Retirement Wealth Advisors 𝗵𝗮𝗻𝗱𝗹𝗲𝘀 𝘁𝗵𝗶𝗻𝗴𝘀 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁𝗹𝘆!
Don’t get stuck in a “set it and forget it” plan, you need 𝗮 𝗽𝗹𝗮𝗻 𝘁𝗵𝗮𝘁 𝗲𝘃𝗼𝗹𝘃𝗲𝘀 with the world around it!
Timestamps are below for your convenience!
𝗧𝗜𝗠𝗘𝗦𝗧𝗔𝗠𝗣𝗦 👇
00:00 INTRO
00:40 Why get a personal financial blueprint?
03:15 Financial industry frustrations
06:02 It starts with your lifestyle
07:59 Set up an appointment!
09:20 Comparing apples to apples
11:38 Your portfolio needs to evolve
14:13 The value of the blueprint
17:20 Finding a good fit
19:50 Get your second opinion!
22:05 Transparency with fees
26:03 Working with what you have
27:20 OUTRO
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🔴🔴 𝗦𝗨𝗕𝗦𝗖𝗥𝗜𝗕𝗘 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲 𝗧𝗜𝗣𝗦:
/ @erickearney-retiremen...
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📅📅 𝗛𝗮𝘃𝗲 𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 you would like to address the team at Retirement Wealth Advisors? Request a visit here.👇🏻
www.retirementwealthllc.com/c...
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📱📱 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀
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DISCLOSURE:
Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. Eric Kearney Advisor, LLC, Retirement Wealth Advisors, LLC and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Erick Kearney Advisor, LLC, Retirement Wealth Advisors, LLC and their affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.