David Hodson and Glen Hancock discuss with co-host Doug Turnbull how they walk clients through the process of adding kids or other beneficiaries to different accounts, as clients age. David has a story about an aging mom, who made that choice while she still could, and Glen explains how only having a power of attorney alone can still be very complicated. David and Glen also discuss their holiday plans and trips they plan to take. 

David Hodson and Glen Hancock discuss with co-host Doug Turnbull how they walk clients through the process of adding kids or other beneficiaries to different accounts, as clients age. David has a story about an aging mom, who made that choice while she still could, and Glen explains how only having a power of attorney alone can still be very complicated. David and Glen also discuss their holiday plans and trips they plan to take.

David Hodson and Glen Hancock of Advanced Financial Strategies is proud to provide a podcast option for people seeking to further their financial literacy and plan for their future. “Texas Sized Retirement … Simplified,” will provide tips and a general road map to help navigate what can seem like a long road to retirement filled with hazards and blind turns. Subscribe and tune in as each episode will provide valuable information regarding income planning, tax minimization, legacy planning, and more!

No matter what stage of the retirement journey you are in, “Texas Sized Retirement … Simplified,” strives to help with strategies that build towards your vision.

David Hodson and Glen Hancock of Advanced Financial Strategies is proud to provide a podcast option for people seeking to further their financial literacy and plan for their future. “Texas Sized Retirement … Simplified,” will provide tips and a general road map to help navigate what can seem like a long road to retirement filled with hazards and blind turns. Subscribe and tune in as each episode will provide valuable information regarding income planning, tax minimization, legacy planning, and more!
No matter what stage of the retirement journey you are in, “Texas Sized Retirement … Simplified,” strives to help with strategies that build towards your vision.

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