phone iconContact

Personal, Practical, and Proactive Client Service

with Dr. James Flanagan and Jigar Doshi

December 13, 2024

The Active Advisor Podcast (Episode 43)

On this episode of The Active Advisor podcast, host Bryan Moore chats with Dr. James Flanagan, PhD, President of Bentron Financial Group Inc., and Jigar Dosh, CRPC®, Financial Planner at Bentron.

Join them as they discuss:

  • Challenges for clients nearing retirement
  • Helping clients understand their financial needs in retirement
  • Educating clients on non-financial aspects of retirement
  • Delivering impactful client experiences
  • The importance of active management

4086011

Authors
Author photo Bryan Moore
Bryan MooreETF Capital Markets Lead,Harbor Capital Advisors, Inc.
Categories
The Active Advisor PodcastVideos and Podcasts
chevron
(800) 427-2677

Request a Call

Locate Your Harbor Consultant
INSTITUTIONAL INVESTORS ONLY: Please enter your zip code to locate an Investment Consultant.
Blue Background

Connect with us | LinkedIn Logo IconLinktree icon to podcast media links

Harbor Funds Distributors, Inc. is the Distributor of the Harbor Mutual Funds.
Foreside Fund Services, LLC is the Distributor of the Harbor ETFs.
FINRA Brokercheck logo in white color

Investing involves risk and the potential loss of capital.

Investors should carefully consider the investment objectives, risks, charges and expenses of a fund before investing. To obtain a summary prospectus or prospectus for this and other information, click here or call 800-422-1050. Read it carefully before investing.

All trademarks or product names mentioned herein are the property of their respective owners. Copyright © 2024 Harbor Capital Advisors, Inc. All rights reserved.