Riverbank Riches (Video) with Desmond Taylor: Navigating Financial Wisdom

About Riverbank Riches (Video) with Desmond Taylor: Navigating Financial Wisdom

Welcome to the video version of Riverbank Riches with Desmond Taylor, available on Apple Podcasts, where each episode is packed with financial wisdom to help you achieve a successful financial future. Desmond is a resident of Fayetteville, NC and earned a bachelor’s degree in business administration with a focus on finance from the Cameron School of Business at the University of North Carolina Wilmington. As an Investment Advisor Representative with CLC Financial, Desmond believes an informed client is the best client. That’s why you can expect solid financial education on this podcast with comprehensive coverage of topics like retirement, investment planning, strategies to create income, tax and estate planning, and much more. If you’re not sure how to properly handle your IRA, 401(k), pension, social security, and similar savings accounts, then this is the show for you. Desmond will clear up the misconceptions about many financial products, strategies, and rules of thumb so you can gain a clearer understanding of your retirement picture. So don’t miss an episode, and we’ll see you on Riverbank Riches. Check out our website at www.CLCFinancial.com or call with your questions at 910-323-5700.

Publisher

Desmond Taylor

Category

business

Language

en

Explicit

No

First episode

15 Aug 2023

Latest episode

21 Nov 2024

Latest episodes

26 episodes in the feed.

1. 

   21 Nov 2024

   Retirees Have A Serious Financial Temptation Problem

   Desmond Taylor shares strategies to help retirees avoid financial pitfalls, including debt, spending mindset challenges, deferred taxes, and early Social Security claims.

2. 

   14 Nov 2024

   What Financial Advisors Wish Every Investor Knew

   Imagine you could read your financial advisor’s mind before you even walked through the door for the first time. What would they want you to know? In this episode, we bring you the game-changing insights financial pros wish every saver and investor understood. Here’s some of what we cover in this episode: Why most people don’t know the real risk in their portfolio because they’re focused on upside potential. What’s the motivation behind the information you’re reading and hearing about finances? Well-known national companies aren’t automatically a better option to help you plan. Financial planning goes well beyond picking investments. You don’t need to be uber wealthy to need a retirement plan. Contact Desmond: Visit https://www.clcfinancial.com/ or call 910-323-5700.

3. 

   26 Sept 2024

   How to Put Yourself in the Best Position in Retirement

   Once you reach retirement, how do you know whether you’re doing everything you can to succeed? There are specific questions you can ask and we will address some of those key topics in this episode. We explore things like annuities, tax efficiency, Social Security, inflation protection, and estate planning to make sure you know you’re in the best position for retirement. Here’s some of what we cover in this episode: How do you know if you should buy an annuity for retirement income? How do you know how to balance saving for retirement and other financial goals? How do you know if your retirement plan is tax-efficient? How do you know how to protect your retirement savings from inflation? How do you know if you need a trust or an estate plan? Contact Desmond: Visit https://www.clcfinancial.com/ or call 910-323-5700.

Contact Riverbank Riches (Video) with Desmond Taylor: Navigating Financial Wisdom

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.