Ep. 95 - Property to Prosperity: Roland Whyte on Real Estate's Role in Retirement Success

Adviser 3.0: The Podcast - Un podcast de Abraham Okusanya - Les mercredis

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đŸŽ™ïž In this episode, we sit down with Roland Whyte, CEO of Nokkel, to dive deep into the critical role property plays in financial planning, especially as clients near retirement. đŸ đŸ’Œ Roland shares his expert insights on how property, often the largest asset individuals own, is frequently overlooked in retirement strategies and explains why integrating it can significantly enhance wealth management. We explore: 📊 The role of technology in modern wealth management 💰 The challenges around liquidity and equity release đŸ€ How financial advisors' roles are evolving to manage holistic wealth strategies Roland emphasizes the importance of viewing property as both a financial and emotive asset. Don't miss this valuable conversation on optimizing retirement outcomes by including property in your financial plan! #WealthManagement #RetirementPlanning #PropertyInvestment #FinancialAdvisors #RealEstate #EquityRelease #HolisticWealth #TechInFinance #RetirementStrategy #FinancialPlanning

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