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Episode #11 The Truth About Financial Planning Most Advisors Won’t Tell You
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🎙 NEW EPISODE DROP – And This One’s Special 💼💰
In this episode I sit down with Richard Geriner, a second-generation Financial Advisor with Northwestern Mutual from Savannah, GA.
Richard breaks down how real financial planning works—from building a strong foundation with risk protection to crafting long-term investment strategies that grow with you. Whether you're just starting out or running a thriving business, this episode is packed with practical advice and mindset shifts that can change your financial future.
👉 For individuals: Why starting young matters, and how a shift in mindset can lead to lasting success.
👉 For business owners: What most overlook in succession planning and how to retain top talent with strategic incentive plans.
This is a down-to-earth, no-fluff conversation for anyone looking to make smarter money moves—whether you're starting with $50 or scaling a company.
🎧 Listen now wherever you get your podcasts – or watch the full episode here on Facebook or YouTube!
#SouthernExecutiveExperience #Podcast #FinancialPlanning #SuccessionPlanning #SavannahBusiness #NorthwesternMutual #RichardGeriner #SmallBusinessFinance #WealthStrategy #Entrepreneurship #SouthernBusiness #daveramsey#savannahgeorgia#savannahga
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