Wade and Alex speak with Charles Pettit who runs a series of financial education courses for the public called Financial Foundations Course. While open to all, Charles developed this course to help the underserved individuals in the military and their families make more informed financial decisions. Charles shares his fascinating arc and we are honored that the RISA® has a small role to play in his very big story. Listen now to learn more!

Links

Click here to watch this video on YouTube: https://youtu.be/XERLZOOjdgo?si=NGbv5H8kGRSZn0yb

Join our Retirement Income Masterclass to learn about the RISA® and how to use it and market it within your practice. Sign up here: www.risaprofile.com/advisors **PLEASE NOTE: Since the live recording of this episode, this event has been rescheduled to August 28th and 29th.**

CSP Financial Group: https://www.cspfinancialgroup.com/

This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean’s free eBook, “Is a Roth Conversion Right For You?”