Brett Gottlieb, financial advisor and founder of Comprehensive Advisor joins Heather Wagenhals, Executive Producer and host of UnlockYourWealthRadio.com to Libsyn’s Popular Money Show and Season 19 Running with Scissors this morning at 9:00AM (PST). Through a holistic approach, Brett builds strong relationships with his clients offering financial advice and assistance on several areas of interest. Brett’s areas of expertise include retirement planning, estate planning, investment portfolio construction, individual investment selection and life & health insurance planning. Tune in to find out how you can protect your assets and grow value yourself as an estate planner.
“It’s the pre-retired & post-retired individual or family that is trying to either save more, grow more or protect their assets but don’t have the time to do so themselves. They want to know that the advisor they work with will pay attention to their portfolios, so they can focus on work or enjoying retirement.” ~ Brett Gottlieb
Listen to the personal finance radio show every week, which specializes in a unique brand of financial literacy. In this week’s interview below you will learn the first step needed to get you set on the right track of your financial path. More importantly Brett Gottlieb will share the importance of stocks, bonds and life insurance and how these decisions should be included in your financial plan, helping reach your financial goals in life.
This week’s key trivia is based on last week’s Dreams with Deadlines, plus Minutes on your Money and more during Declare Your Financial Independence 2014.
Learn more about This Week’s Key in the Keys to Riches Financial Wellness Series: