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Welcome back to "Your Investment Partners with Paul and Garrett," your go-to podcast for all things financial.
Welcome back to "Your Investment Partners with Paul and Garrett," the podcast that's all about financial planning and securing a successful future. If you're new here, we're thrilled to have you join us on this journey, and for our loyal listeners, welcome back, and thank you for your continued support.
Welcome to "Your Investment Partners" with Paul and Garrett. In today's solo episode, Garrett discusses what happens when a potential client reaches out to them for the first time. Reaching out to a new financial advisor can be intimidating, but their strong financial planning process and client-oriented approach make the process smooth and comfortable.
Instead of just dreaming about the future, which can seem far off and not urgent, this new idea asks us to think about what we want right now, what's important to us today, and what we want to stay away from. When you're planning for retirement, this means you should think about not only your dream life after work, but also the reasons that make you want to start planning for that dream today.
Hi there! You're thinking about retirement, right? That's a great step! Thinking ahead helps make the future fun and comfy. We're here to guide you on this cool journey. Let's get you ready for the amazing times coming up, when you don't have a work schedule.
Welcome to Your Investment Partners with Paul and Garrett, where we delve into all things financial, helping you plan, preserve, and grow for a successful future. In this episode, we address the common dilemma faced by parents and grandparents: how to support their children or grandchildren without jeopardizing their own retirement plans.