š Get your customized planning started by booking a 15-minute consultation:
https://calendly.com/erg-slc/15minutediscoverycall
š Grab Your FREE Copy of "Rounding Third"
http://rounding-third.elevatemyretirement.com/
Ā
In the book The Five People You Meet in Heaven, each person the main character meets helps him understand his life in a new way. Today, letās talk about the five people you should meet before retirementāpeople who can guide your next chapter and help you retire with clarity, confidence, and purpose.
In this episode, Sean breaks down a unique āretirement dream teamā approach that blends practical wisdom with real-world stories.
Hereās what we discuss in this episode:
š§© Why a financial advisor is your retirement āpuzzle masterā
š The estate planning move that prevents family fallout
š”ļø How insurance specialists protect your retirement lifestyle
šļøāāļø Why fitness isnāt just about health, itās about freedom
ā ļø The biggest mistakes people make when setting up a trust
Ā
Contact us:
(801) 639-0095
Watch the show on YouTube: https://www.youtube.com/channel/UCSvc4i_5kYjIQXyr0fNTeXQĀ
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