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Chat with Nat - Conversations that Count
Welcome to Chat with Nat: Conversations that Count, hosted by Natalie Kime. This is not just another podcast, it is a space where real life meets real talk.
Each week, Natalie dives into the five pillars that shape our lives: faith, family, finance, fitness, and fun. From navigating money with confidence to finding strength in faith, from caring for loved ones to prioritizing your own health, and from meaningful connections to moments of pure laughter, these are the conversations that truly matter.
Think of it as pulling up a chair with a good friend over coffee. Natalie brings personal stories, practical wisdom, and inspiring guests to help you feel encouraged, empowered, and equipped to take the next small step in your journey.
At the end of the day, wealth is not just measured in dollars. It is measured in joy, purpose, and the legacy we create.
If you are ready for authentic stories, honest insights, and conversations that leave you both inspired and smiling, you are in the right place. Welcome to Chat with Nat.
Chat with Nat - Conversations that Count
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 They criticize inadequate training for agents and outdated retirement models, advocating for personalized financial plans over one-size-fits-all solutions.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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