252 - Catching Up With Joe Jordan

In this episode, Paul Tyler and Bruno Caron catch up with Joe Jordan, a leading voice in purpose-driven planning, to discuss the evolving landscape of retirement. They explore the importance of finding meaning and purpose in retirement, the challenges posed by an aging population, and the emotional aspects of retirement that financial advisors often overlook. The conversation emphasizes the need for a holistic approach to retirement planning that includes community, relationships, and personal fulfillment. More about how Books:        

Om Podcasten

We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.