The Active Advisor · 2024-10-29 · 30 min
On this episode of The Active Advisor podcast, host Bryan Moore chats with Benjamin Westney, SVP of Wealth Management at World Investment Advisors. Join them as they discuss: Key considerations for investors transitioning to retirement. Thinking beyond the short-term news cycle. Challenges on the horizon for the retirement space. Benjamin’s take on active management. Benjamin provides wealth management and financial planning services to his clients, helping guide them through the crucial steps and choices they face to bring their goals into reality. He lives in San Antonio with his wife, Stephanie, and three boys and a dog. After a fun and exciting career as a professional cellist, he turned his attention to helping others create a vision for their future and make smart decisions with their finances. He enjoys spending time with his family, exercising, cooking, volunteering in the community, and playing cello for the touring Broadway shows at the Majestic Theater. Benjamin’s areas of focus include financial planning for all life stages, retirement goal setting and income planning, investment management and portfolio design, and 401k participant education.
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