Ep 01 Meet Millstone Financial
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Ep 01 Meet Millstone Financial
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About this listen
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.