Episode 15: Strategic Financial Planning for Pre-Retirees and Retirees

Strategic Financial Planning for Pre-Retirees and Retirees Welcome to Episode 015 of Sterling Insights: Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk. In this episode, Roger sits down with Will Rodriguez and discusses personalized wealth management strategies for pre-retirees and retirees. Will began his career in the wealth management field in 2012 while working for a large, multi-national firm. It was there that he developed his passion for financial planning. Will joined Briggs Wealth Management in 2019 and services our clients financial planning needs.Will graduated from the University of Hartford majoring in Finance and Economics. He obtained his MBA shortly thereafter. Will has experience in the financial planning area but also has experience in the real estate and mortgage fields as well. Will has also earned his CFP® designation (Certified Financial Planner). Here are some highlights from the episode:·   Will discusses the importance of strategic financial planning, especially for older clients divesting real estate assets. ·   Will explains the importance of creating tax planning strategies tailored to individual client situations.·   Will emphasized the firm's commitment to maintaining strong client relationships, meeting with clients regularly, and ensuring that their financial plans remain aligned with their evolving goals and circumstances. Connect with Will:Website:  www.briggswealthmgmt.com Connect with Roger:Website:  https://www.sterlingfoundations.comFacebook:  https://www.facebook.com/sterlingfoundations/Twitter:  https://x.com/SterlingFndMgt?mx=2LinkedIn:  https://www.linkedin.com/company/sterling-foundation-management-llc/ Learn more about your ad choices. Visit megaphone.fm/adchoices