From Products to Purpose: The Evolution of Retirement Planning

About this episode

This episode discusses the shift in retirement planning from financial products to holistic, individualized strategies.

Recent research revealed that the focus of many Americans planning for retirement has shifted from simply picking financial products to identifying tangible solutions. Eric Johnson and Kyle Allyn are the Vice Presidents of Hoffman Financial Group and on this episode, they discuss the importance of holistic planning and individualized strategies. Visit UnleashYourMoney.com and sign up for your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to speak with the Hoffman Financial Group.

People in this episode

Host: Hoffman Financial Group

Guests: Eric Johnson, Kyle Allyn

Topics covered

• retirement planning
• holistic planning
• individualized strategies
• financial products
• tangible solutions

Keywords

• retirement
• planning
• financial products
• holistic
• strategies
• solutions

Mentioned in this episode

Organizations: Hoffman Financial Group

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