Centrus Financial Strategies

The Plan Wise, Retire Free Podcast

The 5 Most Common “Pain Points” In Your Financial Life

ON THIS EPISODE:

When it comes to financial planning, everybody has some kind of pain point. Those pain points are different for each person, but everyone has something that bothers them. Mike and Jude tell us about some times where they’ve helped clients through these frustrating areas.

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More Episodes:

How Rehmann Serves Their Clients With Kurt Alter

Kurt Alter serves as a Tax Principal at Rehmann. His experience is diverse and suitable to a variety of business and individual tax, accounting, and consulting needs. Jude and Kurt will discuss how Rehmann creates an individualized client experience and why this is crucial when putting together a plan.

 

Contact:

Website: https://centrusfs.com/podcast/  

Call: 800-779-4592