AgentInvesting

Podcast: How to build wealth today and into retirement

Alex Katz of Opes Advisors/Agent Wealth gives the rundown

Learn the New Luxury Playbook at Luxury Connect | October 18-19 at the Beverly Hills Hotel

This week we are pleased to welcome Alex Katz of Opes Advisors (AgentWealth.net). Regardless of your age, if you haven’t completely funded your retirement or you just want to be smarter about how you manage your money, this session is packed with extremely valuable insights. The place to begin is by asking the right questions and being aware of the financial turning points ahead. The PDF below provides a comprehensive list of the decisions you must make. [gview file="http://www.inman.com/wp-content/uploads/2016/12/0-Opes_Advisors_Financial_Decisions_Roadmap.pdf"] [audio mp3="http://www.inman.com/wp-content/uploads/2016/12/INMAN-12-12-16-Alex-Katz.mp3"] Here’s what Alex covers on today’s podcast: What constitutes wealth? The three buckets that determine your wealth: career, retirement and expense changes. Why having a detailed vision of what you would like to do when you retire is critical in terms of the choices you make throughout your career. Diff...