First, the show and blog had to be purely educational. We weren't going to use our advertising dollars to push a product. We aren't salespeople, we are private wealth managers. Second, we wanted to create a forum that shows our audience that we can have discussions about money that is not complicated. Finances can be easy to understand.
Third, we saw too many people leave their investing to chance and will not meet their needs into retirement. We wanted to empower you to get involved.
Fourth, the number one problem facing current and future retirees is that they will run out of money. No one is doing anything about it and we want to help you better understand it and deal with this issue.
Fifth, the show and blog will present a balanced answer to tough financial questions. Sales people will rarely bring up the downside to a plan and we want you to realize there is no such thing as a free lunch. You need to understand the positives and negatives to a plan so you can make a smart education choice about your finances.
And finally, this show corrects an issue we have had for years. In our practice, we have talked to hundreds of people just like you and over 95% of the people become clients because, just like the show and blog, our practice is unique, direct, and to the point. One of the most common comments we hear is that they never knew someone like us existed. Now, you know that there is a source of quality, sound financial advice without the pressure of a sales pitch.
To hear the Smart Money Radio Show segment focused on this topic, Please Click Here! (about 7 minutes long)
To hear the full Smart Money Radio Show where Bruce discusses this topic and more, Please Click Here! (about 25 minutes long)
