Your Retirement Blueprint: A 210 Financial Podcast
Welcome to Your Retirement Blueprint, a podcast by 210 Financial where we help you invest in your financial future by identifying where you stand now, evaluating how well you're positioned, and discovering where you need to go. Join Phil Cooper, Founder and Financial Advisor of 210 Financial, and Kendall Stahl, Advisor & Partner at 210 Financial, for biweekly conversations to help you navigate finances in today's world. // Insurance products are offered through the insurance business 210 Financial. 210 Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by 210 Financial are not subject to Investment Advisor requirements. 1657137-4/23
Your Retirement Blueprint: A 210 Financial Podcast
Off the Script! Phil & Kendall's Financial Pet Peeves - Episode 20
We ripped the script for this episode. Literally! We had a plan of what we were going to talk about, but decided to go off-book. After sharing our Question of the Day, we discuss our pet peeves when it comes to investing and financial planning (and a few random ones 🙂).
For many, the pandemic uncovered a lot of unknown risks in our portfolios and budgets. While life isn’t without risk and we can’t give you a crystal ball to predict what could go wrong, there are ways to minimize the risk in your financial plan.
This was a fun episode to record, and we hope you enjoy!
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Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
Insurance products are offered through the insurance business 210 Financial. 210 Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by 210 Financial are not subject to Investment Advisor requirements.
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
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