RIA Podcast for you

Registered Investment Advisors Podcast - with Seth Greene airs episode 141 on February 14th with Jeffrey Gill.

Jeffrey Gill, the founder of Peak Mutual, embarked on his financial industry journey in 2001.

Listen to this insightful RIA episode with Jeffrey Gill about helping federal employees achieve financial freedom. 

Here is what to expect on this week’s show:

- How it can be difficult for independent agents to find ideal contacts due to the lack of large marketing support.

- Why federal employees need someone to help them navigate their unique retirement benefits and plan for their future. 

- How many federal employees have conservative investment tendencies and need help to have better retirement outcomes. 

- Why debt management is a critical aspect of retirement planning. 

• Why people should focus on investments that generate income over only focusing on the rate of return.

See you next time!

The Advisor's Edge Team