What exactly do financial planners do?

Explore valuable insights into retirement planning with Dennis O’Keefe, a seasoned, certified financial planner with over 30 years of experience. Whether you’ve been retired for years or on the verge of retirement, or are wondering how to plan for your someday retirement, this podcast is your go-to guide.

Tune in as Dennis covers:

The essence of a true financial planner vs. the common misconceptions [00:02:00]
The five pillars of financial planning: retirement, investments, income taxes, estate planning, and asset protection [00:15:00]
Real stories and the nuanced financial planning process that starts with a friendly chat and evolves into a customized strategy [00:30:00]
How staying proactive with adjustments and engaging in the OODA loop helps keep your financial plan relevant [01:25:00]
And more

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All content presented is for educational purposes only and should not be construed as an endorsement of any third party, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional.

We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endo

Financial Planning Unveiled: What You Need to Know for a Secure Future