Aug 12 2023 20 mins
In this episode of the HeartWise Relationships Podcast, hosts Dr. Jim and Ruth Sharon sit down with Lance Ortiz, founder of Colorado Retirement Specialists LLC, to uncover essential insights into safeguarding retirees' assets—a particularly challenging topic for couples. With over two decades of experience, Lance Ortiz shares his expertise in utilizing index investment planning vehicles to ensure financial security during retirement. He dispels myths, shares success stories, and emphasizes personalized strategies tailored to individual needs, enabling couples to not only protect their assets but also increase their income streams. Join the conversation to learn how to navigate the complexities of retirement planning as a couple, debunk common misconceptions, and embark on a journey towards financial peace and a prosperous retirement.
To learn more about HeartWise Relationship Academy you can visit
Instagram: heartwise_relationship_acd
Facebook: Join our HeartWise Community Page
To contact Lance Ortiz call 720-233-2417 or visit https://www.yourcoloradoretirement.com/