Last week, to kick off October and Financial Planning Month, we here at The Really REAL Real Estate Podcast decided to share some of our own thoughts about financial planning. Well, amateur hour is officially OVER, because today, we have a bona fide financial planner who is highly knowledgeable and incredibly talented when it comes to financial planning to talk to us on a plethora of different topics, all related to financial planning. Please welcome back to the podcast today’s guest, Lucas Feathers, now of Feathers Family Financial LLC!
TALKING POINTS (3-5):
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Introduction (Jason)
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Introduce yourself (Lucas)
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What should a basic retirement plan consist of for the average American family (i.e. emergency fund, 401(k), Roth IRA, etc.)?
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Follow-up question – if someone had some disposable income, what unique investing routes do you consider for your clients if they already have the basic retirement plan in place (i.e. single stocks, cryptocurrency, etc.)
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With the market being as volatile as it has been over the last year, what are the pros and cons that you have seen for your clients from a long-term investing standpoint?
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Where do you see the financial markets heading in the next 12 months, especially given the election in November 2024?
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Rapid fire questions – I simply want to wrap up the episode by throwing some basic financial terms at you and getting your first initial thoughts to those words as they pop into your head.
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Final thoughts
HASH TAGS:
#retirement
#financialplanning
#financialplanningmonth
#october
#finanicalplanner
LINKS:
LUCAS:
https://www.mutualofomaha.com/
https://agents.mutualofomaha.com/agents/pa/pittsburgh/lucas-feathers
https://www.linkedin.com/in/lucas-feathers-4872991a
JASON:
https://jasonwilcox.cbintouch.com/
https://www.zillow.com/profile/jasonwilcox1987/
https://www.youtube.com/channel/UCrRksfKiMNteHKYRYrinAug?view_as=subscriber
https://www.facebook.com/jason.wilcox.186
https://twitter.com/jason_wilcox1
https://www.instagram.com/jason.wilcox1/
CONTACT INFORMATION:
LUCAS:
Cell Phone: 814-577-9446
Email: lucas.feathers@mutualofomaha.com
lucas.fff@adviserfocus.com
JASON:
Cell Phone: 412-651-4638
Email: jason.wilcox@pittsburghmoves.com
AIR DATE: OCTOBER 13, 2023