Advizr and Financial Wellness - Retireholiks #31

Friday, February 15, 2019 · 41:48

Show notes

Maria gives the Retireholiks the best description of financial wellness we've heard yet. Why wellness is no longer just a buzzword, the time is now for Advisors to add it to their practice. JD breaks down the 3 worst logos in the 401k industry and an entire bottle of Barefoot Wine is consumed.

Guest: Maria Behrens of Advizr & Troy Tar

Beer of the Episode: Fosters | Oil Can
Word of the Episode: Participant (Penalty: Barefoot Wine)

Intro music Meboo by Pitx
http://ccmixter.org/files/Pitx/12298