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 04 Credit Cards, Investing and The Olympics
In this episode of the People First Number Second podcast, host Travis Dufner interviews Michael Russo, the chief investment officer and co-founder of Millstone Financial Group. They discuss various topics including the Olympics, credit card debt, retirement planning, and asset class investing. They also touch on the current market volatility and its potential impact on investments. Throughout the conversation, Russo provides insights and advice on budgeting, paying off debt, and creating a diversified investment portfolio.