
Retire With Freedom: Featuring Freedom Financial Group's Toni, Tyler & Tad Hill
Join us each week for important financial and retirement planning guidance on the Retire With Freedom Podcast with Tad Hill, RFC®, CRPC®, Toni Hill, RFC®, and Tyler Hill RFC® of Freedom Financial Group. Tad, Toni, and Tyler will talk about important topics related to your IRAs, 401(k)s, Social Security, and more. They'll help you understand things like market volatility, risk, annuities, and so much more. Freedom Financial Group helps you manage all the pieces of your retirement plan so you can retire with confidence. If you'd like to contact the team, call 205-988-0006 or visit them online at https://www.askfreedomfinancial.com/ to start your conversation today! Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. 1768991- 4/23
Retire With Freedom: Featuring Freedom Financial Group's Toni, Tyler & Tad Hill
Building a Holistic Financial Plan with Best-Selling Author, David Bach
Neither Freedom Financial Group nor AEWM are affiliated with David Bach.
Welcome back to the Retire With Freedom podcast! Today, we are excited to be joined by David Bach, one of America’s most trusted financial experts and 10x New York Times best-selling authors. David has influenced millions through his books, media appearances, podcast, and seminars, offering strategies for living and finishing rich. He joins us on the podcast to discuss the key components of a comprehensive financial strategy as well as taking a holistic approach to wealth management.
Tune in as David discusses aligning investment strategies with your risk tolerance and financial goals and advocates for a well-diversified asset allocation strategy. He talks about the importance of regularly reviewing and rebalancing your plan, along with estate planning and insurance considerations. To wrap up this episode, David shares his insights on what to look for in a financial advisor, prioritizing trust, verifying credentials, and seeking a holistic approach.
Here is some of what we’ll discuss in today’s show:
- The key components of good financial strategy. (0:23)
- Estate planning is a critical component of an investment plan. (3:39)
- What should you look for in a financial advisor? (7:13)
We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006
Listen to more content:
https://www.askfreedomfinancial.com/in-the-media/#radio