Nickels and Dimes - Finding Financial Freedom
Nickels and Dimes: Finding Financial Freedom with Natalie Kime is a podcast dedicated to helping the sandwich generation achieve financial literacy and security. Hosted by financial professional and coach Natalie Kime, this show provides practical guidance and empathetic support for individuals juggling the competing financial demands of caring for aging parents and children while planning for their own comfortable retirement.
Natalie's mission is to empower her clients to set and achieve their financial goals, build wealth, and create a lasting legacy - without having to make painful sacrifices along the way. Whether you’re just starting your journey to financial independence or seeking to enhance your existing wealth, tune in to Nickels and Dimes: Finding Financial Freedom with Natalie Kime and embark on a path to retire well and leave a meaningful legacy. Let’s build a brighter financial future together!
Nickels and Dimes - Finding Financial Freedom
The Dark Side of Financial Services with Toni Serrano
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In this episode of "Nickels and Dimes Finding Financial Freedom," host Natalie Kime and guest Toni Serrano delve into the pitfalls of financial services, particularly life insurance and retirement planning. They stress the need for financial professionals to ask the right questions, provide clear explanations, and prioritize clients' best interests. They criticize inadequate training for agents and outdated retirement models, advocating for personalized financial plans over one-size-fits-all solutions. The episode emphasizes transparency, education, and the importance of building long-term client relationships to ensure financial well-being.
They discuss
- Downside of financial services
- Importance of understanding and evaluating life insurance policies and other financial products
- Need for financial professionals to ask the right questions and provide comprehensive explanations
- Building long-term relationships with clients
- Potential issues with term life insurance policies
- Financial professionals focusing on transactional relationships
- Transparency, education, and client-centered approach in the financial services industry
- Challenges and pitfalls within the financial services industry
- Shortcomings of traditional retirement plans
- Importance of trusting instincts and finding a financial professional tailored to individual needs
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