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Podcast: Experts Speak with Michael DeLon podcast retirement income toolkit

In this podcast episode, managing partner, Sherwood Greer, CFP®, RICP® speaks with Michael DeLon on his Experts Speak podcast regarding retirement income. Sherwood shares how our goal at Gate City Advisors is to help you not only get TO retirement but also make sure you have enough...

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Home Equity with Scott Shubert

In this video, Sherwood Greer, CFP®, RICP® talks with Scott Shubert, Branch Manager at Benchmark Mortgage, NMLS #130722, regarding home equity. Scott explains different types of mortgages, equity lines of credit, and the difference between a HELOC vs. HECM. Click below to watch!

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Podcast: What if I want to retire early? podcast retirement income toolkit

In this episode of 'Money Talk with Skyler Fleming', Skyler is joined by Sherwood Greer, CFP®, RICP®. Together, they discuss the process of retirement planning and the importance of starting early. Sherwood shares his insights and tips on debt management, optimal investment strategies and...

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Retirement Income Toolkit | Permanent Life Insurance permanent life insurance retirement income toolkit

 

In this video, managing partner Sherwood Greer, CFP®, RICP® asks Bill Girone, Director of Insurance, how permanent life insurance can be a tool in YOUR retirement income toolkit. Click above to watch the short video and then sign up for our free Retirement Income Toolkit...

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Retirement Income Toolkit | Tax Free Asset Location retirement income toolkit

In this video series, managing partner Sherwood Greer, CFP®, RICP®, outlines your Retirement Income Toolkit. In this video, Greer focuses your Tax Free Asset Location options. He focuses on Roth IRA & 401(k) and Life Insurance Loans as options that might possibly benefit your...

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gate City Advisors is not affiliated with Kestra IS or Kestra AS.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872). https://bit.ly/KF-Disclosures