Episode 129-Rich Kasparian on Comprehensive Financial Planning-Building My Legacy with Lois Sonstegard

Welcome to Episode 129 of Building My Legacy.

In this podcast we talk with Rich Kasparian, the founder of Garden City Financial Group Inc., which works with individuals, families and businesses to plan, manage and pursue their financial goals with confidence. Rich has built his career on trying to find ways to protect his clients’ downsides if things should ever turn ugly — which they do. His firm also offers insurance planning, business succession planning, long-term care, retirement and assistance with many other aspects of planning.

Rich talks with us about the most important things people should think about as they prepare for retirement, some of the biggest mistakes people make in terms of investing and, most significantly, the importance of using programs that can really protect you against the downside. You’ll get valuable, practical information that you can put to work no matter where you are in your retirement planning or in building your legacy.

So if you want to know:

Why diversification is good in theory but rarely happens in practice
About the importance of regularly reviewing your total financial situation
The questions to ask when you’re looking for a financial advisor
Why your financial advisor should have a comprehensive look at your total financial plan
How to determine how much life insurance you need

About Rich Kasparian

Rich Kasparian founded Garden City Financial Group Inc. in 2009 because he knew there was a need for sound, personalized and objective advice in the confusing world of financial planning that sometimes seems to lack common sense. Before then, he worked as a tenured Financial Advisor at Citi Smith Barney and was also responsible for hosting numerous financial seminars for Citibank employees as well as outside corporations. Passionate about helping business owners and other individuals protect their investments to ensure a happy and less worrisome retirement, Rich can be reached at his website, www.gardencityfinancialgroup.com. He also has a YouTube channel, Garden City Financial Group.

About Lois Sonstegard, PhD

Working with business leaders for more than 30 years, Lois has learned that successful leaders have a passion to leave a meaningful legacy. Leaders often ask: When does one begin to think about legacy? Is there a “best” approach? Is there a process or steps one should follow?

Lois is dedicated not only to developing leaders but to helping them build a meaningful legacy. Learn more about how Lois can help your organization with Leadership Consulting and Executive Coaching:
https://build2morrow.com/

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Host
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Mike Saunders, MBA

Mike Saunders is theAuthority Positioning Coach at Marketing Huddle, the author of Amazon Bestselling book Authority Selling™, Adjunct Marketing Professor at several Universities, contributor to The Huffington Post, and member of the Forbes Coaches Council – an invitation-only community for the World’s Most Influential Business Coaches.

Recent episodes from Mike Saunders, MBA (see all)

Host
Recent Episodes

Lois Sonstegard, PhD

Working with business leaders for more than 30 years, Lois has learned the passion successful leaders have to leave a meaningful legacy. Lois is dedicated not only to developing leaders but to help them build a meaningful legacy.