No, I’m a Financial Planner: Rick Rodgers on Retirement Part 3 of 9
The Birth of Rodgers & Associates, as told by the firm’s founder, Rick Rodgers.
“We broke away… to be independent, with the objective of being a wealth management firm that focused on efficiency, to be our clients’ chief financial officer, and to specialize in working with people who were retired or about to retire.”
“Financial planning is like driving an automobile to a destination, because what we want to do is to reach that destination, we want to do it without paying a whole bunch of money in gasoline. We want to do it efficiently, and we want to take the best routes, which may not necessarily be the direct route–we want to be able to enjoy the trip along the way–and we want to get there when we plan to get there. That’s what financial planning is like.”
Rick Rodgers is the author of The New Three-Legged Stool: A Tax-Efficient Guide to Retirement Planning, http://www.amazon.com/New-Three-Legged-Stool-Efficient-Retirement/dp/1592803636/. His independent wealth management firm is Rodgers & Associates, http://www.rodgers-associates.com/.
Duration : 0:4:29
Recommended Reading
- Financial Retirement Planning, A First Look
- Who is the best company to go with for financial planning?
- Financial planning 101
- Plan Your Future – Financial and Retirement Planning | Dallas, Austin, San Antonio, Houston
- CFP Board’s Financial Planning Clinic – Boston, 2007
- Succession Planning Blueprint (ebook)
