EP 050 Ross Brannon: Financial Advisor, Strategic Wealth Specialists

While playing football at Florida State University, Ross knew he had a talent in finances and so did his personal financial advisors at Strategic Wealth Specialists. Ross then became a financial advisor himself and has been with the company for 11 years. Today, Ross concentrates on serving dentists, physicians and business owners across the country looking to maximize their earning, investing, and wealth potential while minimizing risk and possibility for loss.  Ross encourages his clients to look at their financial health’s big picture and then identifies opportunities to optimize their priorities. He also helps his clients to prepare for life’s curveballs, grow their balance sheets and get an optimal rate of return for their current and future goals. In our conversation, Ross gives advice that every investor needs to consider, including:  ·        Knowing that saving is actually more important than the rate of return. ·        The misinformation of 401Ks. ·        Knowing how retirement money is taxed. ·        Diversifying taxes-tax free, taxable and tax deferred. ·        What financial planning really entails and coordination of your team. ·        How people in the U.S. get rich. Enjoy the show! Connect with Ross: Website: https://rossbrannon.com/ LinkedIn: https://www.linkedin.com/in/rossbrannon/ Facebook: https://www.facebook.com/RossBrannonFA/ 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