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Antwone Harris, MBA, CFP® who is Chief Planning Strategist at Platinum Bridge Wealth Strategies in Washington, D.C. where he specializes in comprehensive Retirement Income Planning for successful professionals and business owners joins Enterprise Radio. For more interesting financial news podcast join exclusive enterprise podcast program.
Listen to host Eric Dye & guest Antwone Harris discuss the following:
- What are some common mistakes that business owners make when it comes to retirement planning?
- How can business owners balance saving for retirement with investing in their business?
- For many business owners, selling the business is a key part of funding their retirement. How can they most efficiently convert that sale into lasting retirement income?
- When should business owners start thinking about their retirement plan, and what steps should they take to get started?
- Can you share any success stories or examples of business owners who have successfully planned for retirement?
Antwone Harris, MBA, CFP®, is a seasoned financial professional with over 20 years of experience helping clients transition from their main careers to the next phase of their lives. As a former VP – Senior Financial Consultant at Charles Schwab Inc., he managed over $890 million in client assets and ranked in the top 5% of more than 1100 advisors nationwide. His financial expertise has been featured in major media outlets such as CBS, ABC, NBC, FOX, The Washington Post, Bloomberg, The Financial Times, and Kiplinger’s.
Harris is a CERTIFIED FINANCIAL PLANNER™ and a Retirement Income Certified Professional®, focusing his practice on creating comprehensive plans for individuals approaching or already in retirement. His clients’ concerns often extend beyond general market dynamics, seeking advice on tax mitigation, healthcare expenses, account withdrawals, and nest egg preservation during market downturns. Recognizing the anxiety surrounding retirement preparation, Harris founded Platinum Bridge Wealth Strategies to provide specialized financial planning for those nearing or in retirement. This transition allowed him to deepen client relationships and better understand their priorities.
Guiding clients through the “7 Pillar Process™,” Harris addresses the major areas of risk retirees face, ultimately crafting a game plan that enables them to retire worry-free and enjoy the next chapter of their lives. To learn more about Antwone Harris and his services, email him at antwone@platinumbridgewealth.com.
Featured in the “Top 100 in Finance” Magazine, Antwone Harris continues to make a significant impact in the financial industry. Investment Advisory services are offered through Triad Hybrid Solutions LLC, a registered investment advisor.
Website: https://platinumbridgewealth.com
Social Media Links:
Twitter: https://twitter.com/PlannerTwon
Linkedin: https://linkedin.com/in/antwoneharris
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