Meet Michael Wallin, and Stacey Andres, two financial advisors who got into the field at different times, for different reasons. But both of them want to help people.
Michael has been doing this since 1994. Even back then, he saw people making very costly financial mistakes, often ones they couldn't recover from. This can be someone latching on to something they read or viewed, or just having bad assumptions. For example, not understanding tax brackets, or a full 360 degree view of how one financial decision can impact your whole world. He gives the example of someone who wanted to convert their retirement account into a Roth account, regardless of tax implications. Without realizing it, he really hurt his own son. Michael explains.
Stacey, meanwhile, was teaching students how to operate in the stock market. But these students weren't grade schoolers. They were retirees who were looking for ways out of poor financial decisions they had made.
Both Michael Wallin and Stacey Andres want to use this podcast as a way to communicate important financial information so that you can make informed, critical decisions with your money - and leave your wealth unbroken.
Stacey, Michael, and the Optivise team have software they use to help you understand your individual needs and situation. They are making it available to podcast listeners for free (a $1000 value). Simply call 888-302-5559.