What’s Next For Retirement & Financial Planning (Ep. 20)

As time passes, client needs (and government regulations) surrounding retirement accounts change.  So, what are some considerations advisors need to think about when it comes to building future retirement accounts? In this episode, Robert Curtiss looks into the future. From company improvements to how government changes to retirement accounts will impact 401(k) contributions. Rob shares how he balances service to others with service to himself while still focusing on providing clients the financial care they need. Rob discusses: His approach to creating an impeccable experience for his clients What makes him different from other practices His focus on financial planning as the needs of his client base shifts Ways the increase in retirement contribution will change retirement planning And more! Resources: Educational videos (bottom of the page) Looking Into The Future of The Millionaire Next Door (Ep.18) The “Huberman Lab” Podcast “Future Shock” by Alvin Toffler Connect with Robert Curtiss: [email protected] (626) 795-2944 About Robert Curtiss  LinkedIn: Robert Curtiss Facebook: Robert Curtiss SEIA LinkedIn: SEIA