Ray LeVitre's guest appearances

Ray LeVitre

Retire Secure!

Informed Choice Radio Personal Finance Podcast

The Money Answers Show

Recalculating Small Business

Jonathan Clements

Tina Hay

Bobbi Rebell

Daniel Ameduri

Danielle Town

Warren Buffett

David Stein

Benjamin Brandt

Dorie Clark

Paul Moore

Tom Blomfield

Ron Lieber

Chris Prefontaine

Chris Mamula

Kathy Fettke

OwlTail

Ray LeVitre talks with host Jordan Goodman about retirement and how decisions you make right now - today - can have lasting impact twenty to thirty years down the line. Retirement, LeVitre believes, has three distinct stages: planning for retirement, the process of retiring, and then actual retirement. Host Jordan Goodman and LeVitre explore the distinctly different types of decisions you make in each phase and how they link together to create a strong financial future.

Key Choices for Financial Security with Ray LeVitre

My guest on the show today is Ray LeVitre. Ray is Managing Partner of Net Worth Advisory Group, based in Utah. He's a Certified Financial Planner and Member of the National Association of Personal Financial Advisors. Ray's gained a unique perspective of the financial industry during his 19 years of experience. Ray has worked as representative for one of the nation’s largest mutual fund companies; as a bank investment representative at one of the nation’s largest banks; and as an insurance agent at a reputable life insurance company. Ray then worked as a stock broker at the nation’s largest brokerage firm before starting his own independent firm. Because Ray has seen the industry from many angles, he understands the types of products and services commission-based companies offer. As an independent fee-only advisor Ray is in a unique position to help people evaluate the products and services they have been sold by other advisors and help determine if they were given sound advice. In this episode, I chat to Ray about retirement rules of thumb, the right time to get serious about your retirement planning, what investors should do with their portfolios in light of these strange economic times, common mistakes he sees people making when they enter the retirement phase of life, and much more. Here's my conversation with Ray LeVitre, CFP professional and author of 20 Retirement Decisions You Need to Make Right Now, in episode 255 of Informed Choice Radio.

My guest on the show today is Ray LeVitre. Ray is Managing Partner of Net Worth Advisory Group, based in Utah. He's a Certified Financial Planner and Member of the National Association of Personal Financial Advisors. Ray's gained a unique perspective of the financial industry during his 19 years of experience. Ray has worked as representative for one of the nation’s largest mutual fund companies; as a bank investment representative at one of the nation’s largest banks; and as an insurance agent at a reputable life insurance company. Ray then worked as a stock broker at the nation’s largest brokerage firm before starting his own independent firm. Because Ray has seen the industry from many angles, he understands the types of products and services commission-based companies offer. As an independent fee-only advisor Ray is in a unique position to help people evaluate the products and services they have been sold by other advisors and help determine if they were given sound advice. In this episode, I chat to Ray about retirement rules of thumb, the right time to get serious about your retirement planning, what investors should do with their portfolios in light of these strange economic times, common mistakes he sees people making when they enter the retirement phase of life, and much more. Here's my conversation with Ray LeVitre, CFP professional and author of 20 Retirement Decisions You Need to Make Right Now, in episode 255 of Informed Choice Radio.

ICR255: Ray LeVitre, Retirement Decisions You Need To Make Right Now

Episode 106 - Retirement Decisions You Need to Make Right Now with guest Ray LeVitre, CFP