Many financial products and services are available in today's marketplace for investors and retirees. While investing can be exciting, addressing and getting "the basics" right is essential. During his fast-paced and multi-faceted presentation, David Holland will share his practical insights from 20+ years of advising and planning for individuals and families.
In this episode, you'll discover:
- Emergency Funds (How Much and Where to Keep)
- Debt (How to Manage During Retirement)
- Long-term Care (A Critical Look at the Funding Options)
- Income (How to Create Diversified, Reliable Sources)
- Investing (How to Prepare for the Next Market Correction)
- Taxes (How to Minimize Them for You and Your Heirs)
About David Holland:
David Holland is the founder and owner of Holland Financial, a diversified financial services firm located in Ormond Beach, Florida. David has helped over five hundred families since starting his firm in 1997. To broadcast his message that "retirement planning doesn't have to be hard, complicated, or stressful," David has produced over 1,000 radio shows and written a weekly financial column since 2011.
David is the author of two books and the host of PlanStronger TV, which airs weekly on public television (currently WDSC channel 15 in Daytona Beach, Florida). David is a heavily credentialed adviser holding the CPA, PFS, CFP, CLU, ChFC, and CTFA designations. In 2016, David was recognized by Retirement Advisor Magazine as one of the top 5 advisers in the nation. David lives with his wife, Toni, and their three teenagers in Ormond Beach, Florida.
Get in touch with David Holland:
Visit David's website: https://www.planstronger.com/
Buy David's Book: https://revolutionizeretirement.com/confessions
Download David's Handout: https://revolutionizeretirement.com/holland
What to do next:
- Click to grab our free guide, 10 Key Issues to Consider as You Explore Your Retirement Transition
- Please leave a review at Apple Podcasts.
- Join our Revolutionize Your Retirement group on Facebook.