Bart Zandbergen and Letitia Berbaum were joined in the studio by Bart’s longest client of record, James Weidner. Recently transitioning to “retired”, James is anything but. As a tenured CEO, James brought in counsel about 9 months prior to exiting his company to help him define what the next steps may look like, as well as what life being “retired” may look like.
In this episode, you will learn:
-Why having strategic counsel can assist you with navigating the unknown.
-What a modern day view of retirement looks like from community involvement to family matters and more.
-How owning your sense of confidence can make all the difference in your decisions.
-How you can “will” things to happen by doing what is necessary to get towards a goal.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email firstname.lastname@example.org.
Learn more about Bart by visiting www.BartZandbergen.com