Posts Tagged ‘wealth management’

5 Things to Know About Planning for Retirement with Jeff East

Friday, June 19th, 2020

Jeff East, certified financial planner through Raymond James and a member of the Advocate Capital Inc. wealth management team, was interviewed Michael J. Swanson, author of “How David Beats Goliath: Access to Capital for Contingent-Fee Law Firms” about planning for your retirement.

He explains the four phases of retirement: Honeymoon, Big Decision, Navigating Longevity, and Solo Journey.

To learn more about this subject, listen to episode 6 of The How David Beats Goliath Podcast® below or click here to listen. You can also listen to this episode on Apple PodcastStitcher, or Spotify. 

 

Share

Tags: , , , , , , , , ,
Posted in How David Beats Goliath | No Comments »



EPN Interview: Mandatory Arbitration with Michael J. Swanson

EPN Interview: 7th Amendment Advocate Michael J. Swanson

Michael J. Swanson ePodcast Network Interview

Buy the Book

Amazon | Barnes & Noble
iTunes

Categories