248 - Kerra Bolton - Telling The Story Of Retirement Planning

That Annuity Show

محتوای ارائه شده توسط Nassau Financial Group. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Nassau Financial Group یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

4M ago 33:12

MP3•خانه قسمت

In this episode of That Annuity Show, Paul Tyler and Tisa Rabun-Marshall engage with Kerra Bolton, a prolific writer and independent journalist, who shares her diverse career journey and insights into the retirement space. The conversation explores the challenges of career reinvention, the importance of understanding consumer concerns in retirement planning, and the role of fear and motivation in financial decision-making. Kerra emphasizes the significance of finding purpose in life and work, and how one's purpose can evolve over time. The episode provides valuable takeaways for financial professionals and agents on how to connect with clients and address their concerns effectively. Listen to learn more: thatannuityshow.com Learn more about Kerra:

269 قسمت

#Trading #Business #Nassau Financial Group #Agent #Income #Pension #Podcasting Education #Retirement #Annuity #Investing #Senior