Short 10-15 minute conversations about wealth management with the BULLWEALTH team, from how they advise on investments, to what makes them tick, and the principles they live by.
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Short 10-15 minute conversations about wealth management with the BULLWEALTH team, from how they advise on investments, to what makes them tick, and the principles they live by.
Living our best lives by planning for later stages of our lives
Insights Into Wealth
22 minutes 21 seconds
1 year ago
Living our best lives by planning for later stages of our lives
Randy Gunn, BULLWEALTH’s VP & Portfolio Manager, speaks with Jeanette Bock, Founder and Senior Transition Specialist at Fluid Senior Transitions. Jeanette has over 30 years of listening, planning and solving the challenges of transitioning to our later stages of life. Randy and Jeanette begin their conversation by discussing the difference between long-term care and retirement living, then discuss where some of us may make mistakes as we age and forget to plan, or plan too late, for this next chapter of our lives. Finally, Jeanette gives examples of how to transition to retirement living or staying in your home as we age. Randy and Jeanette’s conversation is both thoughtful and insightful, and we hope it helps with your planning decisions.
Insights Into Wealth
Short 10-15 minute conversations about wealth management with the BULLWEALTH team, from how they advise on investments, to what makes them tick, and the principles they live by.
