How to Manage Your Finances for a Smooth Retirement Planning with John Stoj

Planning for retirement is crucial! When you don't plan, all sorts of problems and false assumptions arise. Financial advisor John Stoj joins Marla DiCarlo and Susan Frew to discuss why planning for your retirement must be done as early as possible if you want it to be as smooth as possible. He discusses managing a profitable business exit once you retire and addresses financial planning's biggest opponent: poor time management. John also shares details about his recurring revenue model and flat fees.

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After years of climbing the Wall Street corporate ladder, financial advisor John Stoj became disillusioned with false promises of outperforming the market. He eventually started a sushi delivery company only to return to his first love – financial planning. But this time, things are different. With Verbatim Financial, John's gone rogue with his pricing model and is applying his decades of experience & personal touch to help clients simplify their financial lives.

John believes that done well and delivered fairly, good financial advice is more valuable than its cost and worth buying.

Unfortunately, he knows firsthand that banks, broker-dealers, insurance companies, etc. do not have their customers' best interests in mind –they have their profits in mind.






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