Who is the Ideal Faith 401K Client? Retirement Planning with Purpose

In this episode—part three of our four-part series about Faith 401K & Money Management —we explore the key traits of an ideal client and the unique financial challenges they face when preparing for retirement. With a focus on personal connection and faith-based financial principles, Dennis shares how his approach goes beyond investing to help clients build a secure and purpose-driven retirement plan.Here’s some of what we cover: 📅 Start Planning Early – Why the 5-year mark is critical for retirement success.📊 Beyond Investing – Understanding taxes, healthcare, and longevity in financial planning.🏈 Game Plan for Retirement – How a solid strategy can help you avoid financial fumbles.🤝 Personalized Guidance – Why relationships matter in financial advising. 0:00 – Intro0:47 – Ideal client1:24 – Common challenges2:41 – Relationships 3:53 – Misconceptions about planning6:06 – What we hope you learn7:21 – How we serve client needsOur website:  https://www.401k.faithPhone: (513) 898-1897Contact our team: https://www.faith401kmgmt.com/contact_us/Book an Introductory Meeting: https://www.faith401kmgmt.com/contact_us/Check out our no-cost financial flipbooks here: https://www.faith401kmgmt.com/learning_center/flipbooks/Join one of our upcoming events: https://www.faith401kmgmt.com/events.htmCheck out our online calculators: https://www.faith401kmgmt.com/learning_center/calculators/Check us out on YouTube: https://www.youtube.com/channel/UCpuK6WuipFhXBxujjM6nl7gFacebook: https://www.facebook.com/profile.php?id=100063561056644LinkedIn: https://www.linkedin.com/in/dennis-horr-2ba3714/X: https://x.com/dennishorr