About the Topic
Bill Bloom, President of Bloom Financial Company, Founder of the Diane Money® app, and Podcast Host of ‘Retire as You Desire,” joins me on today’s episode of Bridging The Gap.
Bill shares his advocacy of effective time management, and how he taught himself to split his week into three parts. He dives into how he incorporates this mentality and has time for his family.
We also had a fun conversation surrounding helping clients navigate the idea of “Retire as You Desire,” technology advancements and how these are helping clients to grow in their financial journey, as well as how to overcome the challenges of fast-moving technology advancements. Bill and I also discuss the importance of saying, “No,” how doing less is sometimes more, and knowing and understanding that you can’t please everyone all the time.
Guest Takeaways:
Bill Bloom is an independent financial planner and principal of Bloom Financial Company. He helps individuals and business owners understand their current financial situations, define future goals, and develop a strategy that is flexible and will allow them to reach their retirement objectives. Bill helps clients “Retire as You Desire” by providing them with meaningful strategies to a wide range of financial matters including: investments, risk management, tax planning as well insurance needs analysis.
Bill Bloom is all about working with people who want to have a bigger and better financial future for themselves and their families.
Bill focuses his time and energy on his clients. The clients’ success is the main focus of Bill’s practice and it is the reason why he is in business.
Bill created a Navigation Process that is designed to help you identify the dangers, opportunities and strengths in your current financial plan so that you can Retire As You Desire. Clients will receive top-notch service in a professional and customized manner. Goals and concerns are listened to and strategies are created to help you reach your objectives.
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