Randy Yeomans – Your Retirement Coach
Financial Planning and Community Service. Without the latter, the former is simply not complete. This notion become SO crystal clear during my conversation with Randy Yeomans, CEO of Yeoman’s Consulting Group.
We talked about all the “normal” topics associated with retirement planning, but the really fascinating part revolved around very pragmatic tax strategies that can actually increase both the impact and amount of Community Service each of can really deliver. Among other things, we discussed:
- The “Venn Diagram” of retirement planning
- How Yeomans supports the Community Service of all of its employees
- MUST Ministries (Randy’s passion)
- Money, Time & Voice
- “Bunch Giving” – If you hear nothing else, HEAR THIS!!!
- Guiding $100 Million of client portfolios into worthy causes
I could go on and on. Seriously. Regardless the quality of your current Retirement, Estate and Community Service Plans, you will learn a few things!