Craig Stiles - The Power of Consolidation

For his 20th visit Craig Stiles shares an interesting episode as we discuss how our (Tom & Sandy) 100% investment with Ameriprise and Craig came to be. The long game of planning, strategizing and consolidation. We have never had all of our savings assets with one firm, we do now! Learn more about Craig and his take on financial wellness by visiting: https://www.ameripriseadvisors.com/craig.stiles/Key words to listen for:- #theRFZ- Analysis paralysis- How financial planning/fitness and peanut butter are a good analogy! - Craig as our CFO (Chief Financial Officer)Head on over to https://www.tommattshow.com for all things #RFZ!Thank you to Brock Fletcher and the selling team of Keller Williams Realty for their continued support of our programming!'The Tom Matt Show' Heard on-The Michigan Talk NetworkWKAR Michigan State Universities AM 870 & 102.3 FMWJIM-AM 1240 LansingWYPV FM 94.5 Mackinac Citywww.tommattshow.com(podcasts)iTunesFor more information on past guests, Tom's published books, and how to get in touch, please visit our newly updated website at https://www.tommattshow.com#RFZ #radio #broadcasting #podcast #michiganradio #lansing #michiganradio #mab #refirementzone #successstory #humaninterestpodcast #selfhelppodcast