Born on 10th of April 1964, David Giertz, a registered broker by the Financial Industry Regulatory Authority (FINRA) has worked for more than 30 years in the finance sector as a financial advisor. He attended the University of Miami for a master’s degree in business administration after acquiring a BS from the Millikin University.
David Giertz started working with Nationwide Financial Distributors Inc. in the capacity of a President in March 2013. Dave also began working with the Nationwide Financial Distribution and Sales on 3rd of April of the same year serving as Senior Vice President. Apart from the named companies, Mr. David Giertz is either a president, a Senior Vice President or a director in many other Nationwide Companies.
David Giertz, with his rich financial management background, has engaged most of his career period with giving advice to individuals on how to make a good plan for their retirement. He has made so many retirees live a happy retirement life with no monetary distress. In his advice, Dave stresses on the key factors below for a good retirement plan:
Being disciplined; in this factor, Dave explains that people have different desires that they wish to fulfill on retirement among them travelling to new places, visiting and staying with their grandchildren among others. On this he advices individuals to undertake them responsibly to avoid misuse of money spared for other purposes.
Development of a retirement plan; here Dave advices his clients not to exclude the inheritance they wish to leave to their heirs as well as the activities they wished to have done but couldn’t due to unavailability of time.
Budget creation; a budget according to David Giertz would enable one to undertake even pleasurable activities without worries as it features all expenditures.
Having a reserve of cash; Dave advises retirees to always have a mechanism that would enable them have cash at any particular time as stock markets may not be a reliable source and may lead to discomforts.
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