Brian Fricke, CFP
Brian Fricke, a leading expert in retirement planning and a Certified Financial Planner (CFP®), was recently interviewed by Gregg Stebben, COO of Advantage Media Group. Advantage Media Group is the publisher of Brian’s latest book titled “Worry Free Retirement: Do What You Want, When You Want, Where You Want.” Stebben interviewed Brian to discuss what prompted him to write the book, and touched on some of the chapters of the book, one of which being “Know Your Values.”
“So often when I meet with someone, and they are disappointed with their financial situation, I find that when I ask them additional questions, there’s some kind of disconnect. They’ve made decisions that are not in line with their core values – things that are really important for them,” Brian Fricke explained. “You have to know what brings purpose and passion into your life before you can plan your finances to get you there,” he continued.
Another chapter that Gregg and Brian delved into is called “The New Definition of Retirement.”
“The new definition of retirement is folks choosing whether to continue working on their terms, as opposed to an employer’s terms, in areas that bring joy and satisfaction into their life – and not suck joy and satisfaction out of their life,” Brian added.
Some of the other topics covered included how to find the right financial planner that has the client’s best interest in mind at all times, as well as the single biggest issue that those retiring before age 65 face. Brian said, “The biggest issue that they face is medical insurance. 10 years ago it wasn’t that big of an issue, but nowadays, health insurance is a much bigger part of a budget, and it needs to be discussed and planned thoroughly.”
To listen to the hour-long interview, and for more information about the book, please visit http://www.BrianFricke.com
You can also call toll free 1-800-294-4917 or send an email request to info@fmcretire.com
About Brian L. Fricke, CFP®:
Brian Fricke is the Author of “Worry Free Retirement, Do What You Want, When you Want, Where You Want”.
For the last 6 years in a row Brian and his company – Financial Management Concepts – have been named one of America’s Top Wealth Managers.
Orlando Business Journal has named his firm one of the top financial planning companies in Central Florida. Financial Advisor magazine – an industry trade journal- has recognized him as one of the leading financial planning firms in America.
If you’ve been in Central Florida over 10 years, you may have heard him on the radio. He used to host his own show on WDBO radio. He’s also served on the City of Winter Springs Board of Trustees Pension Fund.
Brian is a Certified Financial Planner. His firm – Financial Management Concepts – is a Fee Only Financial Planning firm. They currently manage over $98 million of investment assets for a select community of clients. Typical clients have a net worth ranging from $1 million to $10 million
Brian is recognized as a leading expert on retirement planning and a retiree advocate on stock options, investments, insurance, income and estate taxes. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), he has worked with hundreds of retirees and pre-retirees from companies like AT&T, Sprint, Harris, Lockheed Martin and Siemens/Westinghouse and saved many of his clients tens of thousands of dollars in taxes and other financial expenses.
He shows people how to retire earlier than they ever thought, worry free. Making certain the money lasts no matter how long someone lives, protecting assets if someone gets sick and needs long term care, and making sure the IRS and the attorneys get the least amount possible.
An accomplished speaker and author, Brian has hosted a radio show, provided expert commentary for local TV news programs, publishes a monthly newsletter and has been published in several professional journals.
For more information, please visit http://www.BrianFricke.com
Photo:
http://www.prlog.org/
