Where Financial Planning And Understanding Meet with Brooke Thomas and Steve Goldstein, Retirement Analyzer episode artwork

EPISODE · Sep 2, 2021 · 38 MIN

Where Financial Planning And Understanding Meet with Brooke Thomas and Steve Goldstein, Retirement Analyzer

from Optimized Advisor Podcast · host Scott Heinila, Brooke Thomas, Steve Goldstein

Scott spoke with Brooke Thomas and Steve Goldstein, CFP®, ChFC®, the founders of Retirement Analyzer – a fintech solution for retirement and financial planning.  They discuss the story behind how Retirement Analyzer began by Founder and Top National Agent Chuck Cravens. They discuss how Retirement Analyzer aims to make the process for retirement planning refreshingly simple.  Additionally, Fintech/Insuretech software creation is only the beginning where Retirement Analyzer strives to provide ongoing training, education, prospecting and sales solutions to meet the needs of insurance professionals & financial planners today.Connect with Scott on LinkedInConnect with Brooke on LinkedInConnect with Steve on LinkedInFor more on The Optimized Advisor Podcast click here  For more on Retirement Analyzer click hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook**This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]  **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected] Optimized Insurance Planning

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Where Financial Planning And Understanding Meet with Brooke Thomas and Steve Goldstein, Retirement Analyzer

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