EP 008 Ozer Culhagil: CEO of Retirement Planning Services

Ozer Culhagil is a Finacial Advisor and the CEO of Retirement Planning Services. Ozer began his career in London and has over 20 years of experience in the financial services industry. He holds a PhD in Finance and is also a Special Needs Planner. Ozer’s client centric approach to planning focuses on education, advocacy, and coordination of the goals individuals have for themselves and their family. This holistic approach considers investment, retirement, estate, tax, education, and insurance objectives in shaping a financial plan tailored to the needs of the client. As a caring advisor, Ozer is dedicated to learning about your personal goals. Some of his particular areas of experience include estate planning, funding and withdrawing from retirement plans and IRAs, taking full advantage of retirement benefits, and maximizing Social Security benefits. Baltimore magazine selected Ozer as a Five Star Wealth Manager for the past three years. He understands his clients are in various stages of life and believes a financial plan must be tailored toward pursuing both short- and long-term objectives.   Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Ozer Culhagil about financial planning for retirement.   Here are some of the beneficial topics covered on this week’s show: ●    How people need to be more careful when they make investments. ●    Why you need to figure out the gap between your income and pension. ●    How people are concerned about the market because of COVID-19. ●    Why you should only invest money you’re okay to lose a percentage of. ●    Why a market has to have some corrections for it to be a healthy market.   Connect with Ozer:   Links Mentioned: rpsretirementplanning.com   Guest Contact Info: LinkedIn linkedin.com/in/ozer-culhagil-5ab9941a9 Connect with Gary: Website sbadvisors.cc/ Facebook facebook.com/SmallBusinessAdvisors LinkedIn linkedin.com/in/gary-d-heldt-jr-388a051/ Learn more about your ad choices. Visit megaphone.fm/adchoices