Interview with Liz Kesselman, Victor Colella and Andrew Busa
There’s no magic number or one-size-fits-all retirement strategy: The most important part is that you just start planning—the earlier, the better. In this podcast episode, learn the four simple questions that can help you start the retirement planning process today.
The best investor is an informed investor. Listen to the podcast today or call us at (800) 492-6868 for more information.
Liz has worked in the financial services industry since 1997 and joined Adviser Investments as part of the acquisition of Kobren Insight Management (KIM) in 2011.
Victor joined Adviser Investments in August of 2016. He works closely with portfolio executives to develop custom-tailored strategies for each client’s unique considerations.
Andrew joined Adviser Investments in 2018 as a financial planner. He works closely with portfolio executives to develop custom-tailored strategies for each client’s unique considerations.