Steve Shannon Shares Lance Hocutt’s Best Financial Advice
You might have heard Lance Hocutt answering listener questions on my show weekday mornings, but if you haven't, be sure to tune in at 9:15. Send questions by messaging us using the 953 Bear App.
Hocutt provides a more comfortable approach to helping folks hit financial goals. He is down to earth and relatable, but he really knows his stuff. He has more than two decades of experience, and according to his professional bio:
Lance carries the Accredited Investment Fiduciary (AIF®) designation, which empowers him with the fiduciary knowledge and tools needed to serve his clients’ best interests. As a Chartered Retirement Planning Counselor (CRPC®), Lance has in-depth knowledge of the needs of individuals both before and after retirement, and he engages in retirement planning for a variety of important issues; some of these issues include sources of retirement income, employer-sponsored retirement plans, tax planning, retirement cash flow, asset management, estate planning and more.
Those are fancy words, but know that he can help you with saving, budgeting, tax planning, insurance planning and estate planning. And basic life 101 principles lead to the secure financial life we want. Here are two of my recent favorites: