Goodwin Investment Advisory’s Services and Benefits

Listen to the podcast here: https://moneypig.buzzsprout.com/2136084/15374177-goodwin-investment-advisory-s-services-and-benefits

Joe Beckford, CFP® professional, joins this episode of The Money PIG Podcast to discuss the importance of financial peace, independence, and generosity, with a focus on personal financial planning for retirement. Key points included guidance on investment strategies, Social Security options, donor-advised funds, tax-advantaged strategies, and community involvement. Action items included reminding clients about our services, educating on early financial planning, providing guidance on retirement contributions, advising on Social Security and legacy planning, promoting HSAs, assisting with life transitions, and offering tax-advantaged strategies.

If you want an expert who can give sound advice and help you navigate how to invest your wealth best and plan for your retirement, reach out to us to schedule a quick call. One of our CFP® professional wealth advisors would love to discuss your individual goals and options with you. The first step in our process is to schedule a free 15-minute intro call with our Goodwin Investment Advisory consultant here.

The Money PIG podcast is hosted by Reid Trego. Goodwin Investment Advisory is a Registered Investment Advisory firm regulated by the Securities and Exchange Commission in accordance and compliance with securities laws and regulations. Goodwin Investment Advisory does not render or offer to render personalized investment or tax advice through the Money PIG podcast. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice.