
Best Of: Technology in Retirement Planning and Estate Planning Mistakes
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Brian Butler and Kevin McAlpin talk all things retirement planning. This week they take a look at technology and the role it plays in financial planning, especially when it comes to retirement. Brian runs through the pros and the cons of using technology to assist in your retirement portfolio. He also mentions Wealth Flow 360 which he usses at Wealth Standard Financial.
They also dip into estate planning and the nightmares that can arise, especially when one individual forgot to declare beneficiaries. How can you avoid these mistakes as well?
Retirement planning doesn't have to be bland! If you are hungry for some spice in your future and are ready to cook up a retirement plan, go to wealthstandardfinancial.com or call 713-955-6007.
See omnystudio.com/listener for privacy information.