Secrets of Successful Advisors℠ with Ken Haman cover image

Secrets of Successful Advisors℠ with Ken Haman

Thinking Intentionally About a More Passionate Retirement

Mar 10, 2025
23:54

Our modern financial services industry is designed to help clients prepare for a financially comfortable retirement. Observations over time have revealed that many people prepare well financially, but launch into retirement without a clear vision of what they will do in the next stage of their life. In this episode Ken talks with Cara Gray about her consultancy Good Morning Freedom that helps successful people create a vision for a more passionate retirement.Also in this episode, the AllianceBernstein Digital Coach – see practice management solutions for advisor success: abfunds.com/go/digitalcoach

Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner