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Tony Schutte Talks Crafting Successful Educator Retirement Strategies
Manage episode 413208248 series 3565750
Randy Aranowitz द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Randy Aranowitz या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
In this episode of the Wowcast, host Randy Aranowitz interviews Tony Schutte, a financial advisor and certified financial planner with EFS Advisors in Minnesota.
Schutte discusses his personal and professional background, including how his parents' careers influenced his decision to become a financial advisor, specifically for teachers. He details his educational journey, including his early graduation from St. Olaf College due to his advanced placement classes.
The conversation covers EFS Advisors' use of an auto-enrollment program for 403(b) and 457 plans, the mechanics of it, and the challenges faced in different states due to legal restrictions.
अध्यायों
1. Financial Advisor Interviews Certified Retirement Specialist (00:00:08)
2. Financial Planning and Technology Efficiency (00:07:01)
3. Auto-Enrollment and 403B Matching in Minnesota (00:13:06)
4. Financial CRM Implementation and CFP Impact (00:23:12)
5. Succession Planning and Growth Strategies (00:32:01)
6. Personal Hobbies, Volunteering, and Work Dynamic (00:44:38)
4 एपिसोडस
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