Financial Planning for Those Retiring in 5-10 Years: The Podcast
If you’re within 5–10 years of retirement, this podcast is for you. Kolin breaks down the real financial decisions, beyond just returns, that can help you work towards reaching your financial goals.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Nodaway Valley Bank (NVB) and Nodaway Valley Investment Services™ (NVIS) <u> are not </u> registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the name NVIS, and may also be employees of NVB. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, NVB or NVIS. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
Financial Planning for Those Retiring in 5-10 Years: The Podcast
What is a Financial Planner (& How Does It Differ From A Financial Advisor?) | Episode 2
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In this episode, I talk through the differences of a financial planner and a financial advisor, what each one focuses on, and how to figure out which might be the right fit for you. I talk about the type of financial planning work I do with my clients to help them work towards their money goals.
➡️ Learn more about my services and book your free consultation today: https://kolinhayes.com/
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Nodaway Valley Bank (NVB) and Nodaway Valley Investment Services™ (NVIS) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the name NVIS, and may also be employees of NVB. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, NVB or NVIS. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value