Looking Forward Our Way Podcast

Ben was invited to share financial advice on building a strong financial foundation on the Looking Forward Our Way podcast with Carol Ventresca and Brett Johnson. The Looking Forward Our Way podcast addresses today's critical issues that impact the lives, and livelihood, of those 50+ who are traveling their own way.

On this episode, Ben, Carol, and Brett discuss the shift from relience on pensions and social security to individual responsibility for retirement savings. The conversation touches on the need for purpose-driven financial planning and the dynmaic nature of managing one's finances as life evolves. Retirement planning should focus on the context of one's life goals, encouraging listeners to find their purpose that can steer financial decisions.*

Ben brings his 20+ years of financial planning and investment management advice to the Looking Forward Our Way podcast hosted by Carol Ventresca and Brett Johnson. Ben is a member of the Otterbein Alumni Council where he focuses on the furthering of education, student success and career development. He is a CERTIFIED FINANCIAL PLANNER™ professional and active with the Financial Planning Association.

*This recording is intended for informational and educational purposes only. It is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or investment, or to participate in any particular trading or investment strategy. The information contained is considered to be from reliable sources, but its accuracy is not guaranteed. We do not offer tax or legal advice, so please consult your tax or legal professional for information specific to your situation. The opinions expressed are those of the speaker and are not necessarily those of Robert W. Baird & Co. Incorporated. Please note past performance is not indicative of future results and diversification does not ensure a profit or protect against loss. All investments carry some level of risk, including loss of principal. You should carefully consider investment objectives and risks of any investment before investing. An investment cannot be made directly in an index. Securities and investment advisory services are offered by Robert W. Baird and Co. Incorporated, a registered Broker-Dealer and Investment Advisor, member NYSE, FINRA, and SIPC.