What if the biggest obstacle to your financial future is simply not asking the right questions? In this episode of the Sage Investor Podcast, host and certified financial planner Larry Kiser breaks down the myths and fears that keep women—and many men—from meeting with a financial advisor. Discover why financial planning doesn’t have to be intimidating, how to spot red flags, and the essential questions to ask before choosing an advisor. Whether you’re just starting out or nearing retirement, this conversation empowers you to step into your financial power and make informed decisions that reflect your values and vision.

 

Find out what your current position is and learn more about Sage Wealth Design’s prudent approach to helping people grow and optimize their wealth. Schedule a complimentary meeting here , email team@sagewealthdesign.com, or call 435-704-2213.

What if the biggest obstacle to your financial future is simply not asking the right questions? In this episode of the Sage Investor Podcast, host and certified financial planner Larry Kiser breaks down the myths and fears that keep women&mdash;and many men&mdash;from meeting with a financial advisor. Discover why financial planning doesn&rsquo;t have to be intimidating, how to spot red flags, and the essential questions to ask before choosing an advisor. Whether you&rsquo;re just starting out or nearing retirement, this conversation empowers you to step into your financial power and make informed decisions that reflect your values and vision.
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Find out what your current position is and learn more about Sage Wealth Design&rsquo;s prudent approach to helping people grow and optimize their wealth. Schedule a complimentary meeting <a href="https://calendly.com/sagewealthdesign/intro?month=2025-05">here</a> , email <a href="mailto:team@sagewealthdesign.com">team@sagewealthdesign.com</a>, or call 435-704-2213.

When you need someone to help plan your retirement, you don’t want to go for the novice approach. You want the guide that brings you the knowledge needed to build your future.

That’s just what The Sage Investor does. Coming from the mind of Larry Kiser and Sage Wealth Design, The Sage Investor is a financial podcast with intelligence and savvy. Each week, it brings the latest market analyses, key insights into your portfolio, and experienced looks at all the factors affecting your retirement. Tune in to The Sage Investor and start getting wise to your future!



Investment advisory products and services made available through Impact Partnership Wealth, LLC ("IPW"), a Registered Investment Adviser. 3785624-08/24

When you need someone to help plan your retirement, you don’t want to go for the novice approach. You want the guide that brings you the knowledge needed to build your future.
That’s just what The Sage Investor does. Coming from the mind of Larry Kiser and Sage Wealth Design, The Sage Investor is a financial podcast with intelligence and savvy. Each week, it brings the latest market analyses, key insights into your portfolio, and experienced looks at all the factors affecting your retirement. Tune in to The Sage Investor and start getting wise to your future!
 
Investment advisory products and services made available through Impact Partnership Wealth, LLC ("IPW"), a Registered Investment Adviser. 3785624-08/24