Gå offline med appen Player FM !
Living Healthy and Aging Well – April 22, 2023
Manage episode 361399261 series 1958576
Valerie Thomas, a Certified Trust and Fiduciary Advisor at Minneapolis-based firm Marquette Wealth Management, joins host Ken Haglind on “Living Healthy and Aging Well” radio show to discuss good financial practices in retirement years. The transition to retirement is an adjustment, and a healthy money mindset helps people adjust to the balance of living off their savings and being generous with their wealth. Local and known for a relational and empathetic approach to helping clients throughout all of life’s transitions, Marquette provides diversified financial services and partners with clients in meeting their investment, estate planning, philanthropic and other financial needs. To learn more, visit marquettewm.com or call (612) 661-3770.
193 episoder
Manage episode 361399261 series 1958576
Valerie Thomas, a Certified Trust and Fiduciary Advisor at Minneapolis-based firm Marquette Wealth Management, joins host Ken Haglind on “Living Healthy and Aging Well” radio show to discuss good financial practices in retirement years. The transition to retirement is an adjustment, and a healthy money mindset helps people adjust to the balance of living off their savings and being generous with their wealth. Local and known for a relational and empathetic approach to helping clients throughout all of life’s transitions, Marquette provides diversified financial services and partners with clients in meeting their investment, estate planning, philanthropic and other financial needs. To learn more, visit marquettewm.com or call (612) 661-3770.
193 episoder
Усі епізоди
×Välkommen till Player FM
Player FM scannar webben för högkvalitativa podcasts för dig att njuta av nu direkt. Den är den bästa podcast-appen och den fungerar med Android, Iphone och webben. Bli medlem för att synka prenumerationer mellan enheter.