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What Are You Stewarding?
April 17, 2024
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Today, we break down the question, "What are you stewarding?" Oftentimes, retirees are not exactly sure what or how much they own. Answering this question is a critical part in the retirement planning process. In this podcast, Ben Taatjes will not only show you how to answer, "What are you stewarding?", but he will also give you ways to identity exactly the goal for each of your assets and to assess the risk/return properties of your portfolio.
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Meet Your Host
Ben has been in the financial services industry for nearly two decades. He has worked alongside thousands of families and individuals while owning and operating Taatjes Financial Group, a retirement planning firm in west-central Minnesota. While Ben loves to work with retirees, his passion extends far beyond the numbers. This passion led to the publishing of his first book, Repurposed: The Untold Story of Retirement in America in 2017 as well as co-founding Retire Repurposed in 2019.