“Financial Independence, Retirement and your Financial Advisor” Episode 18 with Benjamin Beck, Managing Partner and CIO of Beck Bode Wealth Management.

In this episode, Andrew Rizza interviews Benjamin Beck @benbeck3333, the managing partner and CIO of @beckbode Beck Bode Wealth Management. They discuss personal finance and how to secure one's finances for the future. Ben shares his background in sports and how he transitioned into the financial profession. They talk about the importance of telling the truth to clients and the value of having an emotional connection with them. They also discuss the key factors to being successful in the financial industry and the importance of staying the course during market fluctuations. Ben explains how they approach financial planning for different goals and age groups, including young adults just starting out. In this conversation, Ben Beck discusses the importance of trust and belief in the client-advisor relationship, the anxiety of not having a consistent paycheck in retirement, and the flexibility of college savings options. He also talks about the growth of Beck Bode Wealth Management and the value of financial planning. Fun facts about Ben include his love for Dave Matthews Band and his ambidexterity.

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