Retirement Planning – Advice from Experts

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Retirement Planning

United States

$400.0/min 4.9 14 $6.67/min

Master of science degree in personal finance, multiple professional designations, over 25 years of experience helping clients. Expertise in divorce, investment strategy, tax reduction, tax-advantaged retirement accounts, business and cash flow, finances, and planning.

Mahdi Hijazi

Amsterdam

$60.0/min 5.0 4 $1/min

احاول نشر الوعي المالي في الوطن العربي خاصه فيما يتعلق بالاستثمار الشخصي بطريقة مبنية على الابحاث العلمية والنصائح المعتمده من كبار المستثمرين، لا أقوم بالتداول ولا المضاربة ولا أنصح بها ابدا https://www.youtube.com/channel/UCnEDksKDx3-pJSbJ2sTh-ig

Cory Binsfield

Duluth, Mn

$200.0/min 5.0 6 $3.33/min

Ever since my first job delivering newspapers as a kid, I've been a lifelong entrepreneur, coffee addict, and adventure capitalist. In 1998 I set a goal to acquire ten properties in ten years. After hitting the goal in 8 years, decided real estate was fun and offered the perfect hedge to the zigs and zags of the stock market. Today, I continue to buy at least one property a year as part of my "Ten to a Million Philosophy." Like I said, after ten properties, decided it was too fun to quit! I offer spot coaching to anyone interested in buying and holding residential real estate to diversify from the stock market. I also show people how real estate can possibly retire them before age 50. My niche is small- multi-family rentals ranging from 2 to 25 units. Keep this in mind if you are looking to book a call since I can't help you in the other areas of real estate investing. If you are stuck or looking to grow your portfolio, I will show you how to buy right, finance right, and manage right. These are the 3 most important aspects of real estate investing.

Edwin Salamanca

Dallas

$1000.0/min 4.9 9 $16.67/min

I work with established business owners and busy professionals interested in creating wealth beyond money. Schedule your introductory 15-30 minute call to learn how I can help you meet your business and personal financial goals.

Alan Moore, MS, CFP®

Bozeman, MT

$500.0/min 5.0 2 $8.33/min

Alan is the co-founder of the XY Planning Network, the leading organization for fee-only advisors working with next generation clients.He is also the founder of Serenity Financial Consulting, a fee-only financial planning RIA, specializing in Gen X & Gen Y clients.

Gabby Wallace

Kansas City, MO

$300.0/min 5.0 3 $5/min

- Creator of GoNaturalEnglish.com - YouTube & social following 3.5 million+ @GoNaturalEnglish - Digital Sandbox Tech Startup Business Grant Winner - Masters in Education in Teaching English to Speakers of Other Languages - AI tech, online course creation, digital marketing, business / entrepreneurship, investment & language learning expert - Real estate investor and "FI/RE" financial strategy enthusiast

Lane Kawaoka

honolulu hi

$1000.0/min 4.7 3 $16.67/min

Over 2 Billion of assets under ownership (10k+ rental units). I started investing in Seattle in 2009, but the prices have gone up where holding onto properties costs you money each month (negative cashflow). I don't think it is prudent to invest in appreciation alone when the rent does not cover the mortgage and expenses. So now I invest in out of state rentals where the numbers make sense. Now I have properties in Birmingham, Atlanta, and Indianapolis. I can get you from zero to your first passive real estate investment in 90 days! Check out my free podcast and blog at theWealthElevator.com

Brian Septon

Greater Chicago Area

$100.0/min 5.0 4 $1.67/min

First actuary on the Internet, Actuary, Recreational Financial Planner, Nationally known pension guru, Principal at The Terry Group, Former Partner at CCA (acquired by J.P. Morgan in 2006)

Mr. #BuildWealth

Oakland, CA

$300.0/min 4.5 2 $5/min

Director of Disruption | Author | Speaker who works tirelessly to Disrupt Generational Poverty™ for everyone so their kids, kids, kids can live a life of privilege.

Dominique Broadway

Washington D.C. Metro Area

$100.0/min 5.0 8 $1.67/min

Personal Finance Coach for Young Professionals and Entrepreneurs, Founder of Finances Demystified, Radio-Show Host, Serial Entrepreneur & Frugal Fashionista

Ben Pavlovich

$120.0/min 5.0 2 $2/min

Top 50 in USA for new car sales. Internet Sales Manager at million dollar automotive dealership. Smart car buying advice for anyone. Would you spend $40 to save $500 off your next vehicle? I know I would.

Chuck Hammond, PPC, CMFC

York, Pennsylvania Area

$150.0/min 5.0 1 $2.5/min

Tribe Builder. I highlight innovators in the 401k Space. I help Advisors scale their practices and DC/DCIO Wholesalers reach Advisors with Permission

Alicia Marken

Los Angeles, ca

$60.0/min 5.0 1 $1/min

Over 5 years experience in financial planning. Seeking to help other manage their budget, maximizing their cash flow and become debt free

Eric Kouvolo

Seattle, WA

$300.0/min N/A 0 $5/min

Helping people and businesses create solid Wealth Foundations to build their dreams! Grow. Protect. Preserve your Wealth! ... using the same strategies as banks and the wealthiest families in our country. Areas of Specialization: Lifetime Income Accounts Infinite Banking Concept Authorized Practitioner Tax-Free Retirement Strategies Flexible Financing Accounts for businesses

Joseph Saldana

Annapolis MD

$120.0/min N/A 0 $2/min

Chief Operating Officer for world renowned global financial companies with expertise in Wealth Management, Private Equity, Banking and Asset Management with over 20 years of deep and broad operating experience to introduce efficiencies, enhanced client services and generating organic & inorganic growth. Wealth Analytica – Retirement Reporting and Analytics StratWealth Management Group – Wealth Management Pinnacle Advisory Group – Wealth Management C Change Investments – Private Equity Lehman Brothers – Asset Management Deutsche Bank – Banking and Asset Management

Becky Choi

Chiang Mai, Thailand

$100.0/min N/A 0 $1.67/min

For the last five years, I've researched every bit of medical research done on dementia and how to adjust to the transition of a parent who has this illness. As a caregiver, I had to make a complete lifestyle change, which in the end has made me more mature and appreciative of life. For the last year, I've counseled others through support groups on Facebook and Meetup. I've also had friends and family refer others to me for advice and consulting about moving abroad to get better care for their loved ones. I currently live at the senior residence where my mom lives and has 24 hour care. The place is in Chiang Mai, Thailand. Though I'm not originally from Chiang Mai (I'm from the San Francisco Bay Area), the journey of caregiving for my mom has brought me here. The lack of one-on-one 24 hour care in nursing homes in the U.S. along with affordability in terms of having my mom also receive therapy and treatment along with care, brought me to where we are today in Chiang Mai. If you have questions on how to best support your parent, or if you need advice or support as a caregiver, please don't hesitate to give me a call. I'll help you assess where you are, what you need to plan for (mentally, emotionally and financially) and how to best navigate the stress and heartache that is caused by this disease, because, let's face it: Dementia sucks! And it's often the people closest to the person who has dementia that may suffer the most. You can find more information about me and how I coped with my mom's illness through my podcasts here: https://www.youtube.com/watch?v=Ckofkvzql5w

Amber Baranwal

New York City

$100.0/min N/A 0 $1.67/min

Qualified Accountant, Financier, and Investment Banker working as a Sr. Director in a top-tier investment firm on wall Street.

Lawrence Sanchez

Robbinsville New Jersey

$100.0/min N/A 0 $1.67/min

Founder of: National Law Enforcement Society, Law &Order LEMC, Task Force Consultants, Healthy Life Consultants, LLM Cleaning and Janitorial Services, Tenchi Budo Martial Arts System, LS Investing system, Church of God's Love, What I Think YouTube channel. and Church of God's Love YouTube Channel. Book Writer and Published Author Tenchi Budo Defense System: Book 1 (ASIN: B074TVR682) Survive Alive: Street Defense (ASIN: B074RJZV4P) Investing Made Simple (ASIN: B0CS5WY4C9) War is Coming: China vs World. (ASIN: B0CS5WY4C9) What Everyone should know about health ASIN:(B0CST1W8KP) Celtiberianism The rebirth of Celtic and Iberian unified beliefs ASIN: (B08HTP4NDF) Witchcraft Encyclopedia ASIN: (B0CS5PD9V9) Stay Inside (A Covid 19 Story) (ASIN: B0CSX83JSL) Motorcycle Basics:( ASIN: B0CW1N57R2) Certified: Notary Ordained: Chaplin Certified: Federal Law Enforcement Officer over 30 years of investing experience

Quentin Spillane

Scottsdale, AZ

$60.0/min N/A 0 $1/min

Worried about the weakening US Dollar? Afraid that your IRA may not survive the volatile markets long enough to use in retirement? If gold is the orignial form of money then why are so many financial advisors against it? If you have questions or concerns, I can show you how to safe guard your wealth and get it out of unpredictable markets and into an asset that has been a store of wealth for over five thousand years.

Ashley Gonzalez

$100.0/min N/A 0 $1.67/min

-Financial Professional with New York Life -Operations Supervisor with Apple Bank 2017-2022 -Lead Teller with Capital One 2014-17

J. Steven Sprenger ✔

Dallas/Fort Worth Area

$120.0/min N/A 5 $2/min

Over 25 years of sales and marketing experience building and deploying go-to-market strategies, trailblazing and accelerating the adoption of emerging disruptive technologies and business model innovations.

Melody Gillespie

Alliance/DFW area

$60.0/min N/A 7 $1/min

Founder, retired CEO and certified Seniors Real Estate Specialist is successfully coaching individuals 50+ on retirement strategies for living, working and playing for the next chapter of our Forever Young life.

Zeona McIntyre

Boulder, CO

$350.0/min N/A 0 $5.83/min

Retirement Planning + Investing - 10+ years. Simplifying retirement/investing and maximizing returns. Automate everything. Personal Finance Coaching - 10+ yrs. Learn to optimize your bank accounts and credit cards to get bonuses and points/miles, galore! Entrepreneurship - 10+yrs. Have you been wanting to work for yourself and gain free time/flexibility but don't know where to start. Let's brainstorm! Business Development - 10+yrs. Want to know if your business idea is worth pouring energy, time and money into. I can help you analyze, plan, and mold your business to being a low risk startup. Short Term Rentals Business - 4+ years, I own 4 properties in 2 states and manage 2 others while helping people develop their own. Real Estate Investment - 2+ yrs. Learn how to analyze a property to see if its a worthy investment. I can take you through every step on analyzing, negotiating, and buying income producing properties. Real Estate Investing Out of State - 2+yrs. I can teach you my tried and true methods to buying homes sight unseen. Training your team, analyzing investments in any market, negotiating the deal, etc. Connecting Investors to Real Estate Projects to Finance. 2+yrs. Want to invest in Real Estate with produces more consistent returns than the stock market but don't want to go through the hassle and risks of investing yourself? I collect Financiers to projects.

Terrance Harrington

Chicago, Illinois

$100.0/min N/A 0 $1.67/min

I'm a real estate professional and entrepreneur providing information, inspirational advice and coaching to entrepreneurs on how to secure their dreams and leave a legacy.

Janet Gray, CFP

Ottawa, Canada

$200.0/min N/A 0 $3.33/min

Financial Planner and Money Coach to help you move ahead confidently with your cash flow and life goals. How to avoid creating more debt and strategies to reduce existing debt.

Eric Roberge

$300.0/min N/A 0 $5/min

Certified Financial Planner and Founder at Beyond Your Hammock, helping professionals in their 20s and 30s use money as a tool to live a life they love. Engaging millennials is a challenge and I can show you how to create a financial planning process to do it. Launching my business helped me experience the freedom to live on my terms and work with the clients I enjoy, and I'd love to help you bring your vision to life too.

Jillian Mayott

Albany, New York Area

$100.0/min N/A 0 $1.67/min

As an Entrepreneur with a back round in business development and finance, I have a passion and a track record for making business successful! I cut to the chase and tell you what you need to hear, not what you want to hear to make you successful!

Neil Jesani

New Jersey

$100.0/min N/A 0 $1.67/min

Certified Financial Planner (CFP), Top Financial Planner for High Net-Worth & High-Income Individuals. Author of Amazon best selling “WIN THE WAR FOR MONEY AND SUCCESS” book.

Jonathan Duong, CFA, CFP

$200.0/min N/A 0 $3.33/min

Founder Wealth Engineers. Trusted advisor to busy professionals, entrepreneurs, pro athletes, and businesses. Personal finance guru. Excel ninja. Extensive experience valuing publicly and privately-held companies. Travel hacker.

Heather Katsonga-Woodward

Birmingham, United Kingdom

$150.0/min N/A 0 $2.5/min

UK-based personal finance podcaster on 'The Money Spot'. Cambridge-educated Economist and qualified ACCA accountant. I can help with budgeting, building a UK property portfolio, stock market investing, ISAs, UK pension and retirement planning, wealth building, planning your future...

Matt Benford

San Francisco, CA

$60.0/min N/A 0 $1/min

Founder & CEO of Caliber Mark Financial, a personal & nonprofit finance and consulting firm bringing CFO level accounting services to individuals, families and nonprofits.

Ilyes El Ouarzadi

Montreal, QC

$200.0/min N/A 0 $3.33/min

- I hold a Trilingual Bachelor of Business Administration (B.B.A.) in Finance and International Business from HEC Montréal. - I speak fluently English, French, Arabic and Spanish. - Academic and professional background in finance, project management and international business. - Passion for entrepreneurship, marketing, technology and community involvement. Specialties: Finance, Wealth Management, Retirement Planning, Investment Planning, Accounting, Corporate Financial Reporting, Treasury Management, Technical & Fundamental Analysis, Strategic Planning, Business Consulting, Product Development, Media Relations Management, Market Research, Bloomberg, Thomson Reuters, MATLAB, Excel/VBA, and IT (Windows, Mac, MS Office, HTML, Wordpress, PhotoShop, iMovie, etc.)

Christopher Imerti

New York, NY

$300.0/min N/A 0 $5/min

Certificate of Financial Planning FINRA series 7, 65 and 24 designations, NY Life & Health Insurance, & NY Real Estate license. None active. Member of the National Ethics Bureau.

Heather Marie Fraser

Miami/Fort Lauderdale Area

$100.0/min N/A 0 $1.67/min

I can answer your questions about insurance, social security, health insurance, business insurance, budgets, financial planning. Are you within ten years of retirement and concerned about what to do? Do you have a business and want to know how to reward a key employee and encourage longevity? How about college planning for your child? I can answer your questions.

Travis Sickle

Tampa, Florida

$250.0/min N/A 0 $4.17/min

Travis Sickle is a CERTIFIED FINANCIAL PLANNER™ and Wealth Advisor with Sickle Hunter Financial Advisors in Tampa, Florida. He also holds his Chartered Retirement Planning Counselor℠, Accredited Asset Management Specialist℠, Retirement Income Certified Professional and Accredited Investment Fiduciary designations. Travis has a strong commitment towards his continuing education and continues his life long learning.

Michael Solari

Manchester, NH

$200.0/min N/A 0 $3.33/min

Michael runs a fee-only financial planning practice geared toward young professionals. He is a Certified Financial Planner with nearly 10 years of experience. Michael has built his practice on transparency by offering monthly memberships

Robert Riedl, CPA, CFP, AWMA

Wisconsin

$300.0/min N/A 0 $5/min

I am a CPA, CFP and AWMA, that has thirty plus years of providing succession planning to small business owners, retirement planning, portfolio construction, and protecting families from related business risks. If your family is your greatest asset and you need help with your financial assets, please call me. My mission is to provide professional wealth management services that will sustain Multi-Generational Wealth, Family Unity and Legacy. Visit www.EndowmentWM.com to learn more.

Tony Zhang

Durham NC

$60.0/min N/A 0 $1/min

Founder of IT Consulting Company servicing to Fortune 500 companies. Licences financial professional across 20 states.

Ashley May

Central FL

$120.0/min N/A 0 $2/min

I am passionate about investing wisely and increasing ones personal net worth. I will work with you to develop a plan toward accumulating and growing a $1,000,000 net worth.

Pamela George

Ottawa canada

$100.0/min N/A 0 $1.67/min

I am an Accredited Financial Counsellor who offers impartial and unbiased advice regarding personal finances

Russell Mathews

Greater Bay Area, CA

$250.0/min N/A 0 $4.17/min

I am a senior Financial Advisor & Money Coach (protection & growth). Former management consulting partner to hedge funds, investment banks and life insurance companies. Now focused on providing advice on the best investment strategies for individuals and business owners.

Neal Frankle

Los Angeles

$250.0/min N/A 0 $4.17/min

Certified Financial Planner since 1996. Business owner and wealth management advisor. Writer and speaker for nationally known publications on all things personal finance.

Antoine Thompson

Atlanta, GA

$60.0/min N/A 0 $1/min

Drives business by focusing on the customer's experience responsible for physical appearance on my site, equipment maintenance, and chemical and supply inventories.Established a solid client base through cold calls ,direct sales ,door-to-door,sites visits ,presentations and generated local interests through community events. Initiated two key partnerships which resulted in 54% revenue growth

Saad Zariff

Maryland, MD

$100.0/min N/A 0 $1.67/min

Ethical and socially responsible investment specialist and wealth manager. Have over 16 years of experience in asset management wealth preservation and investment advice from an ethical standpoint.

Scott Carpenter

Tampa, FL

$100.0/min N/A 0 $1.67/min

I spent the initial 20 of my professional years as a physical therapist. My passion for assisting others in improving their future outlooks was what fueled my fire for two decades. In 2017, after returning home from service in support of Operation Enduring Freedom, I discovered new path that utilized the same passion-the financial industry. I earned the designation of Retirement Income Certified Planner (RICP®) in 2021. Originally from Boston, MA, and a graduate of Boston University, I spent 12 years in Las Vegas before moving to Tampa in 2014, where I live with his fiancée, Tracey, and Mookie, my dog named for Mookie Betts. Emily, my daughter, is entering her senior year in high school. In my free time, I enjoy Red Sox baseball, off-roading in my Jeep, and craft beers.

Roger Wohlner

Chicago, IL

$150.0/min N/A 0 $2.5/min

This financial expert can help you get on track towards retirement and your other financial goals. Need help making the financial transition from work to retirement? This financial veteran is well-versed in all aspects of personal and small business finance. Let's talk.

Daniel Richmond

Denver, CO

$100.0/min N/A 0 $1.67/min

Self Directed IRA Coach - 2018 Director of Business Relations + Numerous Functional Roles - Alternative IRA custodian - 2014-2018

Tanner Walstad

Utah

$150.0/min N/A 0 $2.5/min

Finances shouldn't be hard or scary. I make it simple and exciting! Professional and Licensed financial & tax strategist. I also specialize in retirement planning. I have helped dozens of individuals, families, business owners and businesses shift their trajectory to help them make more money, save more money and reduce their taxes.

Manish Mansingani

India

$120.0/min N/A 0 $2/min

Qualified Financial Services professional with 13+ years of International experience.. Mentor & an Advisor to Financial Consultants, Wealth Managers & Clients looking for advice on Financial Planning

Fernando Germana

Miami, Florida

$100.0/min N/A 0 $1.67/min

Seasoned financial advisor and portfolio manager. Experienced in helping clients successfully navigate the financial markets in times of turbulence.