The world of investing is just getting more complicated every day, it seems. Stock market volatility, new funds opening or closing every week, and global issues such as the Brexit are constantly affecting the markets, making it seem overwhelming to the average investor. How does one get closer to retirement in this environment, and – more importantly – how do they know that they won’t outlive their money when they DO retire? That’s what we will discuss with Marty Phelan.
Marty Phelan is the President and Founder of Phelan Financial Solutions, and an Investment Adviser Representative with Wealth Financial Advisory Services, LLC – an SEC Registered Investment Advisor. Marty specializes in working with people age 50 or older to ensure that they are able to maximize the quality of their retirements.
Recent episodes from Mark Imperial (see all)
- James King Baskin – Outsource Kings, Outsourcing For Agency Owners - February 10, 2020
- Amanda Madsen – Mortgage For The Self-Employed…Approved! - February 10, 2020
- Rick Dwyer – Fiduciary, President & Founder, Argallus Financial Group, Inc. - November 15, 2019