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
The Current and Future States of the American Economy (w/ David Walker) - Season 2, Ep. 2
We have the honor of being joined by David Walker, former Comptroller General of the United States and someone who was the CEO of the U.S. Government Accountability Office (GAO) from 1998 to 2008.
Needless to say, he has a lot of insight into where the country is headed and how that could affect your dollars.
In this episode, David is helping us discuss the state of the American economy, some strategies the average person can do to prepare, how the country might achieve fiscal responsibility, and more!
This was truly an insightful conversation and it’s one you don’t want to miss!
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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.
All investments are subject to risk including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by AE Wealth Management, LLC. Please remember that converting an employer plan account to a Roth IRA is a taxable event. Annuities are insurance products that may be subject to restrictions, surrender charges, holding periods, or early withdrawal fees which vary by carrier. Annuities are not back or FDIC insured.
This podcast is for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
210 Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by 210 Financial.
AEWM provides services without regard to political affiliation and the views of individual advisors are not necessarily the views of AEWM. David Walker is not affiliated with 210 Financial or AE Wealth Management, LLC. Opinions expressed by David Walker are his own opinions and not necessarily the views of AEWM. 2135194-12/23