We all have a vision of where we would like to be at some point down the line. However, sometimes we’re not sure what to do in order to get there.
In this episode of Planning for Life Podcast, Russell Jacobs explains his role as a CERTIFIED FINANCIAL PLANNER™ professional in helping you set and achieve your financial and lifelong goals.
In this episode, you will learn:
-What makes Jacobs Coolidge and Company unique in its ability to turn their clients’ goals into reality
-What it means to be in the “go-go”, “slow-go,” or “no-go” stages of retirement
-How your financial advisor helps to keep you accountable and focused on your long-term financial goals
-Why the team at Jacobs Coolidge and Company doesn’t feel guilty about asking the difficult questions
Tune in to this episode and learn how to reach out for better in your financial life!