Complete Advisor

Undoing Financial Illiteracy

Take a listen to our conversation with industry veteran Chuck Bigbie as we talk about his journey from the oil fields of Oklahoma to teaching American pre-retirees how to retire successfully.

A couple conversation highlights:

  • The transition and challenges of making the move to an independent practice. And not just from Chuck’s perspective, but also his office mangers’, Michelle Brown.
  • Making lemonade out of lemons with a unique client appreciation event during the pandemic.
  • Financial “echo’s” from the late 1970s to today.
  • And lastly a discussion on the state of financial literacy and what to do about it.

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