George Cohlmia, an industry veteran, brings his wealth of knowledge and experience to our discussion today. He sits down with Dexter and Tyler as they breakdown the various phases of an investors journey, such as age, wealth and life stages. There are many obstacles and events that can disrupt our plans, but George reminds us all to focus on the things we can control and have a great team of trusted professionals surrounding you and your family. We hope you enjoy today's conversation.
There has been plenty to worry about over the past year-and-a-half. With the virus, the lockdowns, the economy, and all the illness, it is not surprising that many have placed 401(k) plans and retirement savings on the sidelines until things calm down. While the pandemic is still in the news,… Read More »