Christin Marvin’s Post

Joe shares insights on the "Life as a..." Podcast, delving into his role as a financial planner and the significance of financial planning. A valuable listen for those keen on uncovering the essence of a financial planner's work. Life as a.. Retirement Planning Simplified #financialplanning #financialadvisor #collegeplanning #financialliteracy #FinancialSuccess

The Financial Puzzle Playbook is OUT NOW! 🎙️ Tune in for meaningful insights into holistic financial planning, as we discuss a wide range of topics through engaging stories. Income, cash flow, retirement, taxes, education funding, estate, and much more. Don’t wait any longer. Join the convo today! 🎧 https://bit.ly/4akJWjx If you want more information, visit our website at www.cmcfp.com. #Podcast #ComingSoon #FinancialPlanning #TheFinancialPuzzlePlaybook #FinancialAdvisors

The Financial Puzzle Playbook is OUT NOW! 🎙️ Tune in for meaningful insights into holistic financial planning, as we discuss a wide range of topics through engaging stories. Income, cash flow, retirement, taxes, education funding, estate, and much more. Don’t wait any longer. Join the convo today! 🎧 https://bit.ly/4akJWjx If you want more information, visit our website at www.cmcfp.com. #Podcast #ComingSoon #FinancialPlanning #TheFinancialPuzzlePlaybook #FinancialAdvisors

Like most things in life, the retirement of your dreams doesn't just happen- you have to plan for it. This week on Dollars and Sense with The Housman Group we discussed an important question our clients face, "How Do You Know When To Retire." We took a look at seven questions, financial and otherwise, you should ask yourself before you leave the workforce for good. To hear this latest episode click on the link below. https://lnkd.in/gveBkYz7

In this week's podcast, Duncan Raeside ACSI, Senior Financial Planner, discusses the importance of knowing how much is "enough" for retirement and putting together a plan that helps you get to that figure.    Do you know how much you need for retirement?   If you are in doubt about how much you need and would like to speak to one of our financial advisers to get some financial clarity and guidance, we offer a FREE, initial consultation. Contact us today!    +44 (0) 2033 935 920  [email protected]  https://lnkd.in/efKyy9WP (link in bio)    #financialplanning #LiveYourBestLife #pensionadvice #financialadvice #investing #investmentadvice #investmentgoals #investmentmanager #investmentadviceuk #financialplanning #wealthmanagement #financialadvisorbedford #financialplanner #financialadvisorhitchin #financialadvisordurham #financialadvisorbedford #ukfinancialadvice #headwaywealth    Capital at risk.

Podcast #137 is out now! Planning your retirement can be overwhelming, as it involves both financial and non-financial aspects. But don't worry, we've got you covered. In this week's podcast and intro video, we take a short topic by category and a deep dive into the essential questions that need to be tackled in planning the retirement you dreamed about. Check it out here: https://lnkd.in/em-qKpYc

If you haven't checked out the latest episode of the What Matters Podcast featuring Brian Allen from Pension Consultants, now's the time! 💼📈 Don't miss out on his expert insights on financial planning and retirement strategies. 👉 Head over to our YouTube channel @podcastwhatmatters, and make sure to like, subscribe, and hit the notification bell 🔔 to stay updated with all our episodes!

Have you tuned in to The Financial Puzzle Playbook yet? 🎙️▶️ If not, we encourage you to give it a quick listen! It’s a podcast aimed at helping listeners make informed financial decisions and learn about important topics such as income, cash flow, retirement, taxes, education funding, estate, and more. If you like it, make sure you follow to get notified when new episodes are released. https://lnkd.in/eEhrYdFR ------------ Also, feel free to share topics you would like us to include in future episodes! #FinancialPuzzlePlaybook #FinancePodcast #FinancialPlanning #FinancialDecisions

🔊 Tune in to Ep. 1 of The Compass Wealth Conversations Podcast! Ever wondered how managing a restaurant translates to effective financial planning? I share my unique path and reveal how attentive listening and strong communication are pivotal in retirement planning. Whether you're a young professional or gearing up for retirement, there's valuable insight here for everyone. Get ready to learn about turning your life’s experiences into financial strategies. Catch the episode here and share your thoughts! https://lnkd.in/eGVT-4PV #CompassWealthConversations #RetirementGoals #FinanceTips #ProfessionalGrowth #FinancialPlanning #ListeningSkills

I recently had the pleasure of being a guest on the Widening Your Aperture podcast with host Kristen Henry. We had a fantastic discussion about personal finances and financial planning from a life-centric perspective. 💰 On the episode, I share my approach to multigenerational financial planning and how open communication among family members is key. 👪 I used several real-life examples of families I serve to illustrate the power of taking a multi-generational approach. I explain the importance of balancing saving and spending to align with your values and life goals. 🎯 We also discuss practical strategies for getting out of debt, best practices for retirement planning, and more. 📈 I really enjoyed the thoughtful conversation with Kristen. If you want to hear these family examples and more about optimizing your finances to thrive in life, have a listen to the episode 🎧👇 Let me know what you think! What resonated with you? What else would you like to hear about in terms of personal finance? I'm happy to create more content on these topics. 🤝