Millstone Financial’s People First Numbers Second
Millstone Financial Group works to be sure you're getting through retirement while hanging on to more of your money. Their goal is to help you better understand the things that affect your money in retirement. Things like rising health care costs, tax changes, inflation, and more. Millstone Financial Group helps you navigate through your retirement years with a better understanding of investing, estate planning and all the pieces to your retirement puzzle.
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This podcast is for informational purposes only and does not provide tax, legal, or financial advice. It is not intended to predict current or future performance or outcomes. The opinions expressed are solely those of Millstone Financial Group and its editorial staff. Information is sourced from reliable channels but is not guaranteed for accuracy or completeness. Consult your adviser before making any financial decisions.
Advisory services are provided by Millstone Financial Group LLC, an Investment Advisor in New Jersey. Insurance services are also offered by Millstone Financial Group LLC, which is not affiliated with the Social Security Administration or any government agency. Registration as an investment adviser does not imply a certain level of skill or training.
This podcast is not a solicitation to offer services outside of New Jersey or where not legally permitted. All investments must be suitable, considering your objectives, risk tolerance, and time horizon. Investing always involves risk and potential loss of capital.
Millstone Financial’s People First Numbers Second
Ep 01 Meet Millstone Financial
The People First, Number Second podcast from Millstone Financial Group focuses on retirement planning and the importance of putting people's needs first. In this episode host Travis Dufner talks with Millstone Financial's President Don Albach. They cover comprehensive retirement plans that take into account factors such as investments, taxes, healthcare, and estate planning. The hosts discuss the importance of understanding clients' retirement dreams and goals before creating a financial plan. They also highlight the significance of investment awareness and diversification to ensure that investments align with clients' objectives. The podcast touches on the role of fiduciaries and the Millstone Awareness Analysis, a comprehensive report that educates clients about their investments and helps them make informed decisions.