34 min listen
Episode 49: We Actually Review. Beyond the Request: Adding Value
Episode 49: We Actually Review. Beyond the Request: Adding Value
ratings:
Length:
34 minutes
Released:
Oct 16, 2023
Format:
Podcast episode
Description
In the financial planning world, the practice of reviewing documents is often overlooked, leaving clients' financial futures hanging in the balance. Join John, Michael, Tommy, and Ben today as they discuss why document reviews are key, as well as why they meticulously examine tax statements, Social Security statements, insurance statements, and estate documents—unlike some who merely request these papers for show. Access the full show notes at Mason & Associates, LLC
Released:
Oct 16, 2023
Format:
Podcast episode
Titles in the series (67)
Episode 1: The Home Stretch: Michael Mason will be joined by Tommy Blackburn and John Mason to discuss everything you should and should not do to ensure your golden years are exactly the way they should be: exciting, relaxing, and financially stable. by Federal Employee Financial Planning Podcast