PODCAST · business
West Coast Financial Services
by West Coast Financial Services
Investing & Retirement planning can be extremely intimidating for most people. Whether it's shopping the latest products, services, and advisors it can become overwhelming quickly. As an independent Advisory firm we have the expertise, the technology, and the passion to educate folks in all aspects of the planning process. We want to simplify this process as much as possible and keep you on the cutting edge of the latest products, strategies, and services available to you.Ultimately, your financial legacy depends what your willing to understand and apply and we're going to make that super easy for you!
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9
An Overview of Long-Term Care (Part 2)
When you look into Retirement for most folks, long-term care is often overlooked. To those who have been affected by this (which is many) the cost of LTC can be devastating to a portfolio. However, this doesn't have to be the case. Financial professional Greg Brown is here to give an extensive overview of this key topic and the benefits of planning for it in your portfolio.
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8
An Overview of Long-Term Care (Part 1)
When you look into Retirement for most folks, long-term care is often overlooked. To those who have been affected by this (which is many) the cost of LTC can be devastating to a portfolio. However, this doesn't have to be the case. Financial professional Greg Brown is here to give an extensive overview of this key topic and the benefits of planning for it in your portfolio.
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7
Estate Planning (Part 2)
Estate is often times overlook but can carry serious consequences for portfolios not accounting for it. Financial professional Greg Brown breaks down the critical details to understand and apply when setting up your Estate Plan.WCFS Official Websitewww.westcoastfinancial.net
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6
Estate Planning (Part 1)
Estate is often times overlook but can carry serious consequences for portfolios not accounting for it. Financial professional Greg Brown breaks down the critical details to understand and apply when setting up your Estate Plan.WCFS Official Websitewww.westcoastfinancial.net
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5
Should I Hate Annuities?
There's a lot of speculation on the benefits of an Annuity in todays retirement planning process, and it begs the question, "Should I Hate Annuities?" Financial professional Greg Brown is here to objectively breakdown the annuity, common misconceptions, and the overall value (if any) it may have on your portfolio.
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4
The Power of Income Riders
If the Annuity is the car, the Rider(s) are the bells and whistles on the inside. Riders can be selected and built into Annuities and provide more specific levels of insurance for specific life scenarios. In this episode we discuss some of the most powerful rider features one can use in todays markets.
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3
Annuities - The RIGHT Way
There are many types of Annuities that have very specific goals and there are also Annuities you shouldn't touch with a 20ft pole. Financial professional Greg Brown breaks down the key to structuring an Annuity properly and what you should avoid in the marketplace these days.
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2
When Should I Take Social Security?
Social Security is critical. Sure there are some big picture concepts that generally apply to most people, but everyones needs are different!In this episode Greg Brown walks us through all of the major considerations and real life scenarios we see every year with this subject and how we help folks have a peace of mind with when to take it out.
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1
Broker vs. Advisor (What's the difference?)
Brokers & Advisors have major differences in the following areas:Who they primarily serveHow they are compensatedThe resources available to serve customersThe Laws that govern themIn this episode, we break down the key distinctions of each so you know which individual can best serve YOUR needs.
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ABOUT THIS SHOW
Investing & Retirement planning can be extremely intimidating for most people. Whether it's shopping the latest products, services, and advisors it can become overwhelming quickly. As an independent Advisory firm we have the expertise, the technology, and the passion to educate folks in all aspects of the planning process. We want to simplify this process as much as possible and keep you on the cutting edge of the latest products, strategies, and services available to you.Ultimately, your financial legacy depends what your willing to understand and apply and we're going to make that super easy for you!
HOSTED BY
West Coast Financial Services
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Frequently Asked Questions
How many episodes does West Coast Financial Services have?
West Coast Financial Services currently has 9 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is West Coast Financial Services about?
Investing & Retirement planning can be extremely intimidating for most people. Whether it's shopping the latest products, services, and advisors it can become overwhelming quickly. As an independent Advisory firm we have the expertise, the technology, and the passion to educate folks in all aspects...
How often does West Coast Financial Services release new episodes?
West Coast Financial Services has 9 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to West Coast Financial Services?
You can listen to West Coast Financial Services on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts West Coast Financial Services?
West Coast Financial Services is created and hosted by West Coast Financial Services.
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