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GeriHab Show: How to Manage Your Wealth in Your Retirement with Gary Carter, CFP
Retiring soon or you just recently retired?
Interested to know how to properly manage your retirement wealth?
Gary Carter talks about how a Certified Financial Planner can help set you to the right path.
In this episode:
02:05 – Who is Gary Carter?
02:10 – What does Gary do?
05:00 – What does a Certified Financial Planner do?
05:30 – Gary talks about fiduciary duty.
07:00 – How does one become a CFP?
09:55 – Basic knowledge on how to save money, where to invest is essential in building you finances.
12:15 – Always remember the word FAST.
You can call or text Gary Carter at (386) 344 4788 and email him gary.carter@nm.com
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