On The Money with Jerry and Nick Royer Podcast Podcast Artwork Image
On The Money with Jerry and Nick Royer Podcast
Episode #55 Lessons Learned From Nashville!
April 08, 2019 On The Money with Jerry and Nick Royer Show

In this week's episode, you’ll find out the lessons Jerry and Nick learned during a recent conference they attended in Nashville. They judged the IARFC National Financial Plan Competition and left with several valuable lessons. One of which is why retirees and pre-retirees should have a K.I.S.S. financial plan. Another takeaway is that studies show asking a lot of questions about your situation can result in a plan you feel more certain about during retirement. But what questions should you be asking anyway? Jerry and Nick lay them out for you.

Enjoy the show!

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