Aug 16, 2017
My guest on the show today is Ray LeVitre.
Ray is Managing Partner of Net Worth Advisory Group, based in Utah. He's a Certified Financial Planner and Member of the National Association of Personal Financial Advisors.
Ray's gained a unique perspective of the financial industry during his 19 years of experience. Ray has worked as representative for one of the nation’s largest mutual fund companies; as a bank investment representative at one of the nation’s largest banks; and as an insurance agent at a reputable life insurance company. Ray then worked as a stock broker at the nation’s largest brokerage firm before starting his own independent firm.
Because Ray has seen the industry from many angles, he understands the types of products and services commission-based companies offer. As an independent fee-only advisor Ray is in a unique position to help people evaluate the products and services they have been sold by other advisors and help determine if they were given sound advice.
In this episode, I chat to Ray about retirement rules of thumb, the right time to get serious about your retirement planning, what investors should do with their portfolios in light of these strange economic times, common mistakes he sees people making when they enter the retirement phase of life, and much more.
Here's my conversation with Ray LeVitre, CFP professional and author of 20 Retirement Decisions You Need to Make Right Now, in episode 255 of Informed Choice Radio.