EPISODE · Nov 1, 2024 · 13 MIN
The Best Of Refining Retirement Podcast - Living Your Dream
from The Best of Refining Retirement · host Brad Ford
Dana and Brad discuss the beginning steps of building a retirement plan Takeaways: - We have renamed our first meeting to “Living Your Dream” meeting because that is the goal of building a retirement plan with Vineyard Financial. - If you are ready to take the first steps toward building a retirement plan, feel free to call us at 812-474-6200. - Download our FREE helpful resource, “Your Retirement Income Planning Checklist”
What this episode covers
Dana and Brad discuss the beginning steps of building a retirement plan Takeaways: - We have renamed our first meeting to “Living Your Dream” meeting because that is the goal of building a retirement plan with Vineyard Financial. - If you are ready to take the first steps toward building a retirement plan, feel free to call us at 812-474-6200. - Download our FREE helpful resource, “Your Retirement Income Planning Checklist”
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The Best Of Refining Retirement Podcast - Living Your Dream
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