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Financially Fearless Retirement with Jose V. Sanchez, CFP®

Financially Fearless Retirement with Jose V. Sanchez, CFP®

Auteur(s): Jose Sanchez
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À propos de cet audio

Welcome to the Retirement Podcast: Financially Fearless Retirement with CERTIFIED FINANCIAL PLANNER™ Practitioner Jose Sanchez, A Flat Fee Financial Advisor based in Albuquerque, New Mexico. Jose will spend each episode walking you through important aspects of financial and retirement planning to help set you up for success in the future. You'll learn about planning, a values based approach to investing, and about lots of the financial products and terms you'll encounter on your journey to, and through, retirement. 401(k)s, IRAs, Roths, Social Security, Taxes... We'll cover it all and more. And don't hesitate to reach out if you have questions. Just call 505-500-4032 or visit https://josevsanchez.com/ online. #Albuquerque #JoseSanchez #FinancialPlanning #Retirement #CFP

© 2023 Jose V. Sanchez, Financially Fearless Retirement Finances personnelles Gestion et leadership Économie
Épisodes
  • Ep 9: Do You Concur? Picking Sides In Important Financial Debates

    Ep 9: Do You Concur? Picking Sides In Important Financial Debates
    Jun 30 2022

    On this episode, we’ll try to pick sides of some important financial debates. From bonds to life insurance, credit card debt to starting Social Security, we’ll propose several different topics to see which sides of the debates you and your advisor should probably fall on.

    Contact & Helpful Links:

    Ultimate Retirement Toolkit (Free Books!): https://hrbqvzfw.pages.infusionsoft.net/?cookieUUID=4ceaf7c1-7796-464a-b97d-56073be25d94&affiliate=0

    Book A Visit Online: http://bookachatwithjoe.com/

    Call: 505-500-4032

    Online: https://josevsanchez.com/
    Voir plus Voir moins
    25 min
  • Ep 8: Investor Beware - Spotting Red Flags When Picking An Advisor

    Ep 8: Investor Beware - Spotting Red Flags When Picking An Advisor
    Jun 16 2022

    Do you know what red flags, but also some good signs, to be on the lookout for when you’re searching for an advisor to work with as you prepare for retirement? On this episode, we’ll give you some red flags to be aware of, teach you how to spot them, and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests.

    Contact & Helpful Links:

    Ultimate Retirement Toolkit (Free Books!): https://hrbqvzfw.pages.infusionsoft.net/?cookieUUID=4ceaf7c1-7796-464a-b97d-56073be25d94&affiliate=0

    Book A Visit Online: http://bookachatwithjoe.com/

    Call: 505-500-4032

    Online: https://josevsanchez.com/
    Voir plus Voir moins
    20 min
  • Ep 7: What To Do As You Count Down The Days To Retirement

    Ep 7: What To Do As You Count Down The Days To Retirement
    Jun 2 2022

    We’ve assembled a list of priorities to keep in mind as you count down the days to retirement.

    Contact & Helpful Links:

    Ultimate Retirement Toolkit (Free Books!): https://hrbqvzfw.pages.infusionsoft.net/?cookieUUID=4ceaf7c1-7796-464a-b97d-56073be25d94&affiliate=0

    Book A Visit Online: http://bookachatwithjoe.com/

    Call: 505-500-4032

    Online: https://josevsanchez.com/
    Voir plus Voir moins
    23 min

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