Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement. But achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time. Today Mike welcomes Zach Mattos, a Financial Advisor from Northwestern Mutual in the Bay Area. Zach mostly works with self-employed business owners entering the upper level income bracket with a good amount of assets and in need of financial guidance. Specific topics include:
- Real estate and retirement income
- Meeting clients
- When to work with a financial advisor
- What accounts, aside from real estate, should clients be looking at?
- Life insurance do’s and don’ts
If you wish to contact Joe Cucchiara or any of our other hosts, simply visit www.RERadioLive.com. We also provide additional information to help you make smart decisions in and around your real estate venture.