Retirement Planning and Secure 2.0 - An interview with George Schein from Nationwide

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The Financial Wealth and Health Podcast

Isabelle Roethe

46 episodes

6 days ago

My name is Isabelle Roethe. I am an LPL financial advisor at Desert Wealth Management. We help retirees and families manage their finances so that they can feel more confident about tomorrow and focus more on enjoying life and maximizing family time. I truly believe that in order to become financially wealthy and financially free, you need to focus on financial health. Enjoy the podcast! Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities. www.finra.org www.sipc.org

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Retirement Planning and Secure 2.0 - An interview with George Schein from Nationwide

The Financial Wealth and Health Podcast

45 minutes 35 seconds

2 years ago

Retirement Planning and Secure 2.0 - An interview with George Schein from Nationwide

In today’s podcast episode, I interview George Schein from Nationwide about Secure 2.0 and its impact on retirement planning for both younger and older generations. I hope you enjoy listening to this fun and educational conversation.

Due to Compliance purposes, I need to clarify that George Schein and Nationwide are not affiliated with or endorsed by LPL Financial and Desert Wealth Management.

To find my resource links, visit my LinkTree: https://linktr.ee/isabelleroethe

Have questions? Send me an email at isabelle.roethe@lpl.com

If you want to book a free phone call with me to chat all about personal finance topics, you can make an appointment on my booking page: https://go.oncehub.com/IRPhoneCallMeeting

Let's get financially healthy and wealthy together!

The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Desert Wealth Management and LPL Financial are separate entities.

LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.

George Schein and Nationwide are not affiliated with or endorsed by LPL Financial and Desert Wealth Management.