Sometimes, visiting a financial planner can feel like seeing a doctor who’s only looking to prescribe a standard fix for your problems. At The Retirement Solution, associate planner Matt Perrone likes to bring a more warm-hearted approach to clients, and dig a little deeper into their personal needs.
Today, Matt shares more about who he is and why he’s passionate about his job, discussing:
- His favorite part of his job at The Retirement Solution
- His personal, historical and fictional heroes
- His proudest achievement
- What he would do if he became a millionaire
- The book he recommends to friends, family and clients
- And more!
Tune in now and get to know Matt and why he’s such a valuable member of The Retirement Solution family!