
Episode #25
The Importance of Holistic Financial Planning
In this episode, Andrew Johnsen from Waterloo Capital discusses the implications of potential interest rate hikes, the importance of true diversification, and the critical role of comprehensive financial planning beyond investment returns. If you have any questions concerning your retirement call Waterloo Capital at 800-557-4933 or click here to visit our website. retirement, inflation, financial planning, investment strategies, Social Security, family office, retirement income, part-time work, budgeting, wealth management, See omnystudio.com/listener for privacy information.

