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Navigating Retirement Podcast
Seaside Wealth Management
25 episodes
4 days ago
Welcome to Navigating Retirement, a friendly conversation on all things finance for retired people and those getting ready for retirement. Join hosts Brad Lineberger, CFP® & Matt Callahan, CFP®, as they discuss topics such as investing, retirement, Social Security, estate planning, taxes, current events, and more. 👉Website: https://seasidewealth.com/ 🤔Questions for Brad? brad@seasidewealth.com 🤔Questions for Matt? matt@seasidewealth.com 📱Give us a call: (760) 730-8120
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All content for Navigating Retirement Podcast is the property of Seaside Wealth Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to Navigating Retirement, a friendly conversation on all things finance for retired people and those getting ready for retirement. Join hosts Brad Lineberger, CFP® & Matt Callahan, CFP®, as they discuss topics such as investing, retirement, Social Security, estate planning, taxes, current events, and more. 👉Website: https://seasidewealth.com/ 🤔Questions for Brad? brad@seasidewealth.com 🤔Questions for Matt? matt@seasidewealth.com 📱Give us a call: (760) 730-8120
Show more...
How To
Education
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What's a Financial Advisor? What Does Fiduciary Mean? What's a CFP®? (We'll Answer Those Questions)
Navigating Retirement Podcast
23 minutes 38 seconds
1 month ago
What's a Financial Advisor? What Does Fiduciary Mean? What's a CFP®? (We'll Answer Those Questions)

Have you been trying to figure out how to manage your money, especially with retirement planning on the horizon? 🤔 This video explores the role of a financial advisor and how they can help you maximize your savings and overall financial planning. Could wealth management be the key to achieving your financial goals?Welcome to Navigating Retirement! A fun and friendly conversation on helping you reduce the fear of running out of money in retirement and build generational wealth. ===🎧Follow our podcast "Navigating Retirement" by using our RSS feed: https://open.spotify.com/show/6S8H7hgElibBS7Sdi5Tyk6?si=B2KBMQ61QTqVgjfnxPPVWQ===🔔Subscribe to our channel: https://www.youtube.com/@SeasideWealth📸Instagram: https://www.instagram.com/seasidewealthmanagement💼LinkedIn: https://www.linkedin.com/company/seasidewealth👥Facebook: https://www.facebook.com/seasidewealth🌐Website: https://seasidewealth.com/🤔Questions for Brad? brad@seasidewealth.com🤔Questions for Matt? matt@seasidewealth.com☎️Give us a call: (760) 730-8120

Navigating Retirement Podcast
Welcome to Navigating Retirement, a friendly conversation on all things finance for retired people and those getting ready for retirement. Join hosts Brad Lineberger, CFP® & Matt Callahan, CFP®, as they discuss topics such as investing, retirement, Social Security, estate planning, taxes, current events, and more. 👉Website: https://seasidewealth.com/ 🤔Questions for Brad? brad@seasidewealth.com 🤔Questions for Matt? matt@seasidewealth.com 📱Give us a call: (760) 730-8120