This CFP’s Clients Gain The Psychological & Lifestyle Benefits Of Well-designed Retirement Plans
Welcome to episode #24 of Social Security: Answers From The Experts with Martha Shedden. In this episode Martha sits down with Brian Colvert and they explore his knowledge of retirement planning and Social Security from his vantage point as a successful owner of an investment advisory firm.
Brian Colvert is the owner of Bonfire Financial, a investment advisory firm in Colorado Springs, CO. Brian is a Certified Financial Planner (CFP), and has been serving his clients for 15 years. He also serves on multiple boards in the community. His company, Bonfire Financial, is an independent, fee-only registered anvestment advisory firm in Colorado Springs, CO with a team of CFPs. Bonfire Financial has been recognized as one of the top advisors in the nation by the National Association of Board-Certified Advisor Practices.
Here is what to expect on this week’s show:
●A look at Brian’s background and why exactly he decided to become a CFP.
●A look at the clientele and demographics that Brian focuses on and why.
●For financial advisors, what is the most common misconception about how they deal with their clients’ retirement planning?
●Some of the common concerns and desires of early retirement versus later in retirement for clients and how this effects planning.
●How does Brian personally stay up to date, or educated in general, about how to give advice for Social Security.
●Common misconceptions that clients have concerning Social Security.
●How is Brian different in his approach to estate and legacy planning?
●How do Social Security decisions play into long term retirement planning?
●A look at Brian’s approach to taxes as concerns Social Security and retirement accounts.
●Some thoughts on crypto currency and the potential values of holding it as an investment asset.
Relevant Links:
https://www.bonfirefinancial.com
Connect with Brian and Bonfire Financial:
LinkedIn: https://www.linkedin.com/in/briancolvert/
Instagram: https://www.instagram.com/bonfirefinancial/
Facebook: https://www.facebook.com/bonfirefinancial/
Twitter: https://twitter.com/BonfireFin
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