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Defining Investment Advisors and Retirement Planners

Author
David Belisle
Published
Tue 19 Nov 2024
Episode Link
https://omny.fm/shows/the-money-club/defining-investment-advisors-and-retirement-planne

David Belisle defines what investment advisors and retirement planners do and why both should have influences on a person’s assets. David explains how Paramount Financial does both and the things that people often fail to consider when planning retirement. David also talks about working to get his instrument rating as a pilot and a scenic flight he and his wife took to New York.

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