Welcome to our first episode of TAG Talks. As we unpack the essential steps to retiring with ease and certainty, we want to begin by introducing you to the Transition Advisor Group Founder and CEO, June Horne.
June shares the defining moments that carved her path in the industry and the inception of her own firm. She opens up about the intricacies of creating a comprehensive financial plan and tackling retirement anxieties head-on to ensure clients are well-equipped for their golden years.
June's two-decade expertise in financial advising is a treasure trove of knowledge, and she's here to chart the course toward a retirement filled with certainty and prosperity. Through heartfelt storytelling, we navigate the waters of financial planning, uncovering June's personal inspirations and the critical steps to implementing a strategy for your forever money.
Here’s some of what we discuss in this episode:
0:00 – Intro
1:12 – How she got into this industry
2:58 – Financial planning at TAG
7:14 – Living in Pennsylvania
10:25 – Goal for the show
Get your Retirement Transition Success Kit: https://www.tag-pa.com/tv
Schedule an appointment: https://www.tag-pa.com/contact
Find us on YouTube: https://bit.ly/3SLNt4Z
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