green bee

Ep 12: Types of Risk to be Aware of

September 15, 2022 walter@thirdwheelmedia.com 0 Comments

Most people don’t realize how many types of risks they need to guard themselves against when it comes to financial planning. Some aren’t even fully aware of the current risks they are taking!

Ep 11: What Happens During Our Periodic Reviews?

September 1, 2022 walter@thirdwheelmedia.com 0 Comments

Curious about what a typical meeting looks like for clients at Green Bee? Today we’ll walk you through what that looks like depending on the type of person we’re working with.