Optimized Advisor Podcast host, Scott Heinila, welcomed dear friend and fellow podcast host, Bart Zandbergen of The Zandbergen Report Podcast in studio with Nick Bernatowicz to talk about annuities and retirement planning on The Zandbergen Report. During this episode, Bart, Scott, and Nick discuss retirement income and why it is essential. Studies show that people spend more time each year planning a one week vacation than they do planning their retirement. This episode poses good food for thought that may have listeners choosing to flip the script and start investing in proper planning. In this episode learn: -Why financial independence requires having a plan -What to consider during your wealth accumulation phase to prepare for its future usage -What various forms of retirement income are -Annuities – what they are and what their benefits may be -Risks that retirees are experiencing today When asked what his Ultimate Lesson Learned had been during his career, Scott shared, “Don’t let your emotions get the best of you when it comes to your finances.” ** This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com
Optimized Advisor Podcast host, Scott Heinila, welcomed dear friend and fellow podcast host, Bart Zandbergen of The Zandbergen Report Podcast in studio with Nick Bernatowicz to talk about annuities and retirement planning on The Zandbergen Report. During this episode, Bart, Scott, and Nick discuss retirement income and why it is essential. Studies show that people spend more time each year planning a one week vacation than they do planning their retirement. This episode poses good food for thought that may have listeners choosing to flip the script and start investing in proper planning.
In this episode learn:
When asked what his Ultimate Lesson Learned had been during his career, Scott shared, “Don’t let your emotions get the best of you when it comes to your finances.”
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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com