57 min listen
Episode 85: RISA® in Action with Doug Oosterhart, CFP®
Episode 85: RISA® in Action with Doug Oosterhart, CFP®
ratings:
Length:
52 minutes
Released:
Jul 28, 2023
Format:
Podcast episode
Description
For this week's RISA® in Action episode, Wade and Alex welcome Doug Oosterhart, CFP®, from LifePoint Planning. Doug was truly an early adopter of the RISA®, asking his clients to take the assessment through the link in Wade's book and then provide him with the results. We learn more about Doug's background, financial planning approach, and experience with the RISA. Listen now to learn more!
Links:
https://www.lifepointplanning.com/
Join our Retirement Income Masterclass to learn about the RISA® and how to use it and market it within your practice. Sign up here: www.risaprofile.com/advisors
This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean's free eBook, "Is a Roth Conversion Right For You?"
Links:
https://www.lifepointplanning.com/
Join our Retirement Income Masterclass to learn about the RISA® and how to use it and market it within your practice. Sign up here: www.risaprofile.com/advisors
This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean's free eBook, "Is a Roth Conversion Right For You?"
Released:
Jul 28, 2023
Format:
Podcast episode
Titles in the series (97)
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