West Coast Financial Services

About West Coast Financial Services

Investing & Retirement planning can be extremely intimidating for most people. Whether it's shopping the latest products, services, and advisors it can become overwhelming quickly. As an independent Advisory firm we have the expertise, the technology, and the passion to educate folks in all aspects of the planning process. We want to simplify this process as much as possible and keep you on the cutting edge of the latest products, strategies, and services available to you. Ultimately, your financial legacy depends what your willing to understand and apply and we're going to make that super easy for you!

Publisher

West Coast Financial Services

Category

business

Language

en

Explicit

No

First episode

7 Aug 2023

Latest episode

11 Dec 2024

Latest episodes

9 episodes in the feed.

1. 

   11 Dec 2024

   An Overview of Long-Term Care (Part 2)

   Financial professional Greg Brown presents an overview of long-term care and its potential impact on retirement portfolios, highlighting the importance of planning for these costs.

2. 

   11 Dec 2024

   An Overview of Long-Term Care (Part 1)

   Financial professional Greg Brown provides an overview of long-term care and its potential impact on retirement portfolios, highlighting the importance of planning for these costs.

3. 

   11 Dec 2024

   Should I Hate Annuities?

   Financial professional Greg Brown objectively breaks down annuities, addressing common misconceptions and evaluating their potential value in retirement portfolios, in this interview episode.

4. 

   11 Dec 2024

   Estate Planning (Part 1)

   Financial professional Greg Brown examines estate planning, highlighting critical details for setting up an effective plan to protect portfolios; this is an informational episode.

5. 

   11 Dec 2024

   Estate Planning (Part 2)

   Financial professional Greg Brown examines the overlooked aspects of estate planning and their potential consequences for portfolios, offering insights for setting up an effective plan.

6. 

   10 Nov 2023

   The Power of Income Riders

   This episode explores annuity riders, specifically income riders, and how they offer tailored insurance for various life scenarios, providing listeners with insights into customizing their financial protection.

7. 

   10 Nov 2023

   Annuities - The RIGHT Way

   Financial professional Greg Brown examines annuities, explaining how to structure them effectively and what pitfalls to avoid in today's market.

8. 

   7 Aug 2023

   When Should I Take Social Security?

   Greg Brown explores Social Security's pivotal role, navigating individual needs and real-life scenarios to help listeners achieve peace of mind regarding withdrawal timing.

9. 

   7 Aug 2023

   Broker vs. Advisor (What's the difference?)

   This episode explores the distinct differences between brokers and advisors, focusing on who they serve, how they are compensated, available resources, and governing laws.

Contact West Coast Financial Services

Guest appearances

Does not typically book guests

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