Preserving Wealth In Times of Volatility - August 3, 2025

in this show, Robert introduces us to the AIM process used by his office to help folks plan financiallly for retirement. A means assess your savings and assets, I stands for identify goals for retirement, and M means mapping out the strategies to make everything happen. The finalized plan can help make sure money is there for whatever it is needed for, and can change as necessary when life changes, either personally or in economic circumstances.