Summary: Overview of Podcast Episode 1 – The value of a team in retirement Jesse Cunningham IV and his son, Jesse Cunningham V, discuss the importance of creating a financial team in retirement. There is tons of value when dealing with a team of specialists – each optimizing their craft to what they are passionate about. Click Here for a FREE QUOTE today! This is a big topic if you are considering retirement, or if you are in retirement. Oftentimes we experience teamwork in medicine, sports, and family, and we feel like that a team approach in financial services is appropriate as well. If you meet with one financial services professional who claims they can do everything – RUN! The value of a team of specialists outweighs a generalist any day of the week. Everyone has a different perspective, background, skill set, etc. With a true team approach, you can seek out a second opinion within your team – leveraging everyone’s specialty. Visit our Blog Here When you have a team you play to each others strengths. For instance, Jesse Cunningham V specializes in protecting wealth while Jesse IV focuses on preservation and growth of assets. Two different camps, both important, with two different people specializing in their area. Another great point is that a good team leader will bring you into the fold of the group. The client can then benefit from the magnified network of the vetted team. Oftentimes it starts with a leader to connect the right people together. Transcript Welcome everyone to it’s time to retire, a podcast, giving you insights and examples to help you strategize your retirement. My name’s Jesse Cunningham, the fifth and call me little Jesse. And in the studio we have my father Jesse Cunningham, the fourth thanks for being here dad. You’re welcome. Thanks for the invite. Absolutely. So if you find value in this podcast, please share like, and comment and that would be awesome. Thank you so much for that. So that, what do you have for us today? Yeah, we do talk about the value of teams. Teams. Love it. Let’s go. All right. All right. Oh, by the way, if you’re in retirement or are you considering retirement? This is a big topic, I feel.Um, Jesse, well, let me ask you this. Do you consider a physician having a team or the need to have a team? That’s a good question. So physician is generalized in nature. They know a lot, huge knowledge base, but hopefully if there’s a need, a specialty, if they can call upon someone they trust. Right? Like when you were playing baseball yet a surgery, but you need physical therapy positions. Have a team. What about, what about a families? Families, it should be a team. Everyone should work together and the different specialties. Yeah, I agree. Absolutely. You know, teamwork. It could be going on vacation, helping other, helping with siblings or doing a project that your work or or house cleaning even. But I really don’t remember you really keying in on the house cleaning program. Too much. Still not good at it. I’m blessed to have a wife who, uh, loves organization. Okay, well think about your financial life guys. Cause it’s what we’re here to talk to. Um, and you know, the old cliche, there is no I in team. Um, if you meet with one financial services professional and that person said they can do everything, think about how that would make you feel in my own life. I don’t know about you. You come in on, but whatever I’m doing with professionals, I want a team. Absolutely. A specialist. A team. Yeah. A team of specialists. Absolutely. You know, absolutely. Um, different skillset. Let me go over some of the benefits. I was just thinking about, you know, team members, what’s advantage to us? Well, everyone has a different skillset, you know? Okay. They do. You make a different perspective, different backgroun
