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August 2nd, 2022

Financial Planning for the Everyday Retiree with Chris Latham

  1. Financial Planning for the Everyday Retiree with Chris Latham 33:31

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The earlier you start a financial plan, the better you set yourself up financially, but it's never really too late to start. A financial plan is different for everyone, but every basic one should cover Retirement Planning, investment management, risk management, Estate planning, and cash flow analysis. But most plans go on to cover Education planning, special needs/dependent care, charitable planning and so much more. Tune in to learn more about creating your own financial guide for your Retirement. 

Chris Latham is a CFP, working in Long Beach, Ca. Chris first started working in Finance in 1995 and started his own financial practice in 2004. He has had great success through organic Growth and honest practice methods. Chris's clientele ranges from school district faculty to business owners, and entrepreneurs. He has a personal relationship with each of his clients and has many second-generation clients.

https://www.lathamwealth.com/
https://www.linkedin.com/in/lathamwea…
https://twitter.com/Latham_Wealth
https://www.facebook.com/LathamWealth
https://www.lathamwealth.com/comprehe…

20% off a Wealth Planning (Fundamental, Standard, or Premium levels).
Basic rates before 20% discount are listed in the link below:
https://www.lathamwealth.com/transpar…

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Candy Messer Profitability/Growth Advisor, Fractional COO

Candy Messer is a profitability advisor and Clockwork Fractional COO working with entrepreneurs to help them have successful businesses. Experienced in bookkeeping since 1998, Candy understands the stresses business owners face and offers customized services to meet their varying needs.

Her company energizes entrepreneurs by removing the burden of compliance tasks as well identifying issues preventing higher profitability. She also teaches business owners how to take a 4-week vacation and have the company run effectively without them. As a result of using her services, clients have peace of mind and the freedom to do what they love.

Candy is co-author of Business Success With Ease, Navigating Entrepreneurship, Maintain a Solid Mental Health, and Yes, God and is the host of the “Biz Help For You” podcast which can be found on YouTube, as well as multiple podcast channels.

Candy has been married since 1992 to her husband Garth and they have a son, daughter, son-in-law, and three grandsons. When not running her company, Candy enjoys reading, crocheting, baking sourdough bread, and spending time with friends and family.

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