Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

#019: Lessons We Learned from 15 years as Financial Planners, with David Waldrop

#019: Lessons We Learned from 15 years as Financial Planners, with David Waldrop

FromBig Picture Retirement


#019: Lessons We Learned from 15 years as Financial Planners, with David Waldrop

FromBig Picture Retirement

ratings:
Length:
28 minutes
Released:
May 8, 2017
Format:
Podcast episode

Description

Experience is a great teacher. David Waldrop has more than 15 years of experience, the same as John and I. He comes on to share stories from his history - and how human emotions come into play when making investing decisions. For more information on how to work with us, visit http://www.bigpictureretirement.net
Released:
May 8, 2017
Format:
Podcast episode

Titles in the series (100)

If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.