Impact Makers Radio

DAVID EDWARDS - Wealth Advisor, Heron Wealth, New York on The Glide Path to Retirement

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Sinopsis

Speaking about 'The Glide Path to Retirement,' David Edwards, Wealth Advisor, President and Founder at Heron Wealth joined Radio Talk Show Host, Stewart Andrew Alexander for an insightful and informative conversation on the Impact Makers Radio Show, “Let's Talk Retirement!” series.Edwards spoke about how being a Wealth Advisor ignites his passion for helping executive families to gain more clarity around their investment and retirement options, as well as issues surrounding last-minute retirement planning, incorrect asset allocation and having too much wealth tied up in single assets.In a behind the scenes conversation with Radio Talk Show Host, Stewart Andrew Alexander, Edwards explained, “Our client relationships can last for many years, often for a lifetime. Two decades ago most people began looking at their retirement options in their fifties and sixties. These days, we not only work with our clients' children but also many other younger professionals in their thirties and forties who want financial plann