After years of radio, the Cornerstone Vegas team is joining the podcasting world. Before we get rolling on financial planning conversations, we want to introduce everyone to our business, our history, and our goals for the show.
Show Notes, Contact & Resources:
0:42 – COVID has been a challenging from a work standpoint as we shift to virtual.
1:36 – How the company started in 2009.
3:25 – The relationship we’ve created with clients is personal.
4:42 – Why did we go into this profession?
6:44 – Our goal is transformation rather than transaction.
7:48 – How much the business has changed over 11 years.
8:37 – Why we’re doing the podcast.
9:54 – Why we created the Cornerstone Retirement Blueprint and what it is.
11:56 – What we love about living in Vegas.
15:00 – There’s a huge retirement community here in Vegas.
16:48 – What we want listeners to get out of the show.
18:27 – Here’s how you can connect with us.
Join your host Jammie Avila as he shares his thoughts on a wide variety of financial topics surrounding retirement strategy, investment management, tax planning and more!
ABOUT YOUR HOST
Jammie is the host of the Cornerstone Retirement Blueprint Podcast. Before launching the podcast, Jammie created and co-hosted the longest-running local Las Vegas financial news show on AM radio for five years. He’s the Managing Partner and Co-Founder of Cornerstone Wealth Management. He and his wife, Danielle, have been married for more than 20 years and have four children: Jace, Alexis, Mya and Ashton.
Check out this article to get to know Jammie some more.
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EPISODE SHOW NOTES
The relationship with a financial advisor is one that you need to feel comfortable with and have trust in. How do you find the right person? A lot of people can do a good job for you but we’ll explain the qualities and characteristics you absolutely need from an advisor.
Our Cornerstone Retirement Blueprint Process is focused around 5 key pillars of retirement planning designed to help our clients achieve the retirement they have always dreamed of. On this episode, we’ll explain the fifth and final pillar in our process: legacy planning.
Our Cornerstone Retirement Blueprint Process is focused around 5 key pillars of retirement planning designed to help our clients achieve the retirement they have always dreamed of. On this episode, we’ll explain the fourth pillar in our process: healthcare planning.
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ATTEND AN EVENT
One of the most common financial concerns for those preparing for retirement is if they will have enough money to last them the rest of their lives. If you’re at or near retirement, you may find one of our financial workshops helpful in addressing these concerns so that you can feel more confident in your retirement plan. Click the button below to view out upcoming retirement events!