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Idea Partners and a Trip to Nashville

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Treść dostarczona przez Tim Dyer. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Tim Dyer lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.

Welcome back to Retirement Power Play! In this episode, Tim recaps a recent trip to Nashville with other financial professionals. He also reflects on the concept of "idea partners" and shares how that benefits us and our clients.
CONTACT
Website
: https://www.dyerwealthmanagement.com/
Phone: 858-459-3937
Email: tim@dyerwm.com
Location: La Jolla, CA
Disclosures:
The commentary on this Podcast reflects the personal opinions, viewpoints and analyses of Sage Capital Advisors, LLC DBA Dyer Wealth Management employees making such comment, and should not be regarded as a description of advisory services provided by Dyer Wealth Management or performance returns of any Dyer Wealth Management Investments client. The views reflected in the commentary are subject to change at any time without notice.

The opinions expressed in this Podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Dyer Wealth Management provides advisory services through Sage Capital Advisors, LLC an SEC registered investment adviser. Advisory services are only offered to clients or prospective clients where Dyer Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Dyer Wealth Management unless a client service agreement is in place.

  continue reading

61 odcinków

Artwork
iconUdostępnij
 
Manage episode 378876496 series 3349879
Treść dostarczona przez Tim Dyer. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Tim Dyer lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.

Welcome back to Retirement Power Play! In this episode, Tim recaps a recent trip to Nashville with other financial professionals. He also reflects on the concept of "idea partners" and shares how that benefits us and our clients.
CONTACT
Website
: https://www.dyerwealthmanagement.com/
Phone: 858-459-3937
Email: tim@dyerwm.com
Location: La Jolla, CA
Disclosures:
The commentary on this Podcast reflects the personal opinions, viewpoints and analyses of Sage Capital Advisors, LLC DBA Dyer Wealth Management employees making such comment, and should not be regarded as a description of advisory services provided by Dyer Wealth Management or performance returns of any Dyer Wealth Management Investments client. The views reflected in the commentary are subject to change at any time without notice.

The opinions expressed in this Podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Dyer Wealth Management provides advisory services through Sage Capital Advisors, LLC an SEC registered investment adviser. Advisory services are only offered to clients or prospective clients where Dyer Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Dyer Wealth Management unless a client service agreement is in place.

  continue reading

61 odcinków

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