Skip to content

RERL-1783 – Financial Planning – Our guest Jeff Yoakum

RERL-1783 – Financial Planning – Our guest Jeff Yoakum

Big corporations have little in common with small businesses when it comes to how they handle money, and an individual’s financial plan couldn’t be further away from that of a business. Having worked for both small and large financial institutions has given today’s guest, Jeff Yoakum, ample understanding of the many financial situations people may…

Read More

RERL-1783 – Financial Planning – Our guest Jeff Yoakum

Big corporations have little in common with small businesses when it comes to how they handle money, and an individual’s financial plan couldn’t be further away from that of a business. Having worked for both small and large financial institutions has given today’s guest, Jeff Yoakum, ample understanding of the many financial situations people may…

Read More

RERL-1503-Multigenerational Planning

By now it’s no secret that the bull market we saw for so long is currently experiencing a bit of volatility. Planning for the future is more important now than ever and ensuring you leave a legacy for your children is becoming increasingly difficult. Today Joe talks with Ameriprise CFP George Papadoyannis about planning for…

Read More

Taking A Look At Your Bigger Financial Picture

Many long time listeners know RERL’s number one goal is to provide you with education and information in and around your real estate. Today Joe focuses on the bigger picture by calling up George Papadoyannis, a private wealth advisor for Ameriprise Financial Services who works with clients close to and well within their retirement years.…

Read More