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
Making Large Purchases in Retirement - Season 2, Episode 11
We all imagine hitting retirement and buying our dream boat, dream car, or dream [you fill in the blank]. But how big of a purchase can you make in retirement? Can you make big purchases at all?
In this episode, Phil and Kendall are helping us understand when we can shoot for the stars and when we should pinch our pennies in retirement. They also share some guidelines for how to ensure our retirement plan aligns with our retirement goals and how to make big purchases when it fits into our retirement plan.
You won’t want to miss this one!
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210 Wealth Management, Inc., d/b/a 210 Financial, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. 210 Financial, Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov and search for our firm name. Insurance products are offered through 210 Financial, Inc. d/b/a 210 Financial.