In this episode, Margie Stevens shares her journey into retirement planning, influenced by her father's teachings and her experiences working at a funeral home. She discusses the importance of understanding family dynamics and individual retirement goals. The conversation also delves into the changing landscape of retirement planning, the significance of creating a comfortable and inviting office space, and the role of financial planners in helping clients achieve their retirement dreams.
For more information, reach out to Margie at www.stevensretirement.com
See omnystudio.com/listener for privacy information.
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