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!
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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