John H. Curry's Secure Retirement Podcast

Lessons from 50 Years in Financial Services

Informações:

Sinopse

In this episode, I interview John about his fifty-year career helping clients and what he’s learned throughout his journey.It turns out that not much has changed in fifty years—people then and now share the desire to build a secure financial future for themselves and their families.John has seen thousands of clients’ stories unfold, and today he’ll share that wealth of experience with you.He’ll cover: What he’s learned about understanding clients’ unique needs and goals The importance of planning for mortality Helping clients get through tough times Getting confidence and clarity around a financial decision  How to balance short-term and long-term goals And more