How Financial Planning Differs During Working Years vs Retirement

In Episode 33 of The Eagle's Nest, Jason McBride and Kelly Collins discuss how financial planning differs during working years versus retirement.

Your podcasters

In Episode 33 of The Eagle’s Nest, Jason McBride introduces the newest member of our firm, Kelly Collins. Kelly’s a mother, Zumba teacher, holds an MBA, and has an extensive background in financial planning. Jason and Kelly have a conversation about the different goals of financial planning during working years versus retirement. The two stages have very different needs and therefore different strategies. If you are working or retired, there’s a wealth of important information in this podcast. Enjoy!

Podcast: Play in new window | Download

Subscribe: Google Podcasts | Email | RSS

Subscribe to the Eagle's Nest Webcast

Every Thursday at 2 pm MST our advisors discuss current events, financial planning topics, and take questions from attendees. Sign-up below to get access to the webcast and to receive email notifications for each week’s talking points. 

REGISTER NOW

Secure meetings through web conferencing software or by phone.

Worried about your portfolio, retirement accounts, and other investments? We can help. Contact us for a free Discovery Session.
Schedule Now

The SECURE ACT

Request your complimentary copy. Digital and print versions available.
Get your copy now
FREE

Subscribe to our Newsletter

The Presidential newsletter delivers our latest articles, podcasts, offers, classes, and events straight to your inbox. Fill out the form below to subscribe. 

Our Latest Blogs...

The Eagle's Nest Podcast

Subscribe to our newsletter

Get our latest articles, podcasts, class and event schedules and offers in your inbox once a month. Submit your name and email and we’ll take care of the rest. 

Privacy Policy | Form ADV – Pt. 2A | Order Routing | Business Continuity | First Clearing Annual Account Fees  | Form CRS

Check the background of this firm or this investment professional on FINRA’s BrokerCheck. Securities and investment advisory services offered by Forta Financial Group, Inc. | Member: FINRA/SIPC

The Secure Act: What you Need to know

Fill out the form and you will receive a pdf copy by email.

The Presidential Newsletter

  • Latest Articles
  • Podcasts
  • Classes
  • Events
  • Offers

The Presidential newsletter delivers our latest articles, podcasts, offers, classes, and events straight to your inbox. Fill out the form to subscribe and we’ll do the rest!

Subscribe now

no thanks, i'm good