Erin Martin, Retirement Plan Adviser - Take 2!
In this episode, we welcome back Erin Martin, Retirement Plan Adviser at Phillips Financial to talk about 401(k)'s, retirement accounts, vesting and withdrawing money from your 401(k) and how that can impact your long term goals. Joining us in this episode are Nick Lucas and Nick Shoemaker, students at the University of St. Francis!
As an RIA Consultant with Palladium Group, Kaitlyn Duchein engages with advisors & planners in the Registered Investment Advisory space in a confidential and consultative arrangement.
Kaitlyn is a registered representative of First Palladium, LLC, Member FINRA and a wholly-owned subsidiary of Ash Brokerage, LLC. Supervising office located at 888 S. Harrison Street, Suite 900, Fort Wayne, IN 46802. (800) 589-3000.
Nicole Ellsworth has unrelenting drive. With more than ten years of experience in fast-paced, customer-focused environments she's skilled in a wide variety of disciplines. A driven self-starter, Nicole is equally adept at accomplishing goals individually or as a leader.