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MONEY & MOM: Navigating Retirement With Expert Advice & Motherly Love

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内容由Vince Oldre提供。所有播客内容(包括剧集、图形和播客描述)均由 Vince Oldre 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Welcome to the MONEY & MOM Podcast, diving deep into the world of retirement planning with a refreshing twist. Certified Financial Planner, Vince Oldre, brings his expert advice from serving the Twin Cities through CFG Retirement. But here's the twist - joining him is his mom, Valerie Oldre, to provide a perspective rarely heard in the financial world: that of the retiree. As Vince navigates the complexities of retirement planning, Valerie steps in with her lived experience, motherly insights, and candid feedback. It's a blend of professional wisdom and personal experience, delivering a balanced outlook on retirement. This isn't just another financial podcast. It's a conversation between a financial advisor and the person he advises: his mom. Together, they aim to make retirement planning more relatable, understandable, and, dare we say, enjoyable. So, whether you're a seasoned investor, a newbie, or somewhere in between, join Vince and Valerie as they unravel the many facets of retirement, combining expert advice with a touch of motherly love. Visit https://cfgretirement.com/ or call 952-657-7470 with your questions!

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Manage series 3501296
内容由Vince Oldre提供。所有播客内容(包括剧集、图形和播客描述)均由 Vince Oldre 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Welcome to the MONEY & MOM Podcast, diving deep into the world of retirement planning with a refreshing twist. Certified Financial Planner, Vince Oldre, brings his expert advice from serving the Twin Cities through CFG Retirement. But here's the twist - joining him is his mom, Valerie Oldre, to provide a perspective rarely heard in the financial world: that of the retiree. As Vince navigates the complexities of retirement planning, Valerie steps in with her lived experience, motherly insights, and candid feedback. It's a blend of professional wisdom and personal experience, delivering a balanced outlook on retirement. This isn't just another financial podcast. It's a conversation between a financial advisor and the person he advises: his mom. Together, they aim to make retirement planning more relatable, understandable, and, dare we say, enjoyable. So, whether you're a seasoned investor, a newbie, or somewhere in between, join Vince and Valerie as they unravel the many facets of retirement, combining expert advice with a touch of motherly love. Visit https://cfgretirement.com/ or call 952-657-7470 with your questions!

  continue reading

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