Hello and Welcome to Powering Your Retirement Radio. I am Dan Leonard.
I have been in the financial industry for over 30 years. From working on the Floor of the American Stock to being a mutual fund and annuity representative marketing to financial advisors, I covered 16 different states. Not surprisingly, Hawaii was my favorite destination. I lived and worked in Victoria, BC, for 5 years, and in 2012, I had the opportunity to return to the San Francisco Bay Area, which led to this show nine years later!
Over that 30 years, I have been in hundreds of advisors’ offices and talked with thousands of individual advisors. The advisors that always seem to be at the top of their profession had a few things in common. One thing that always stood out to me was they had an area of expertise. This is why I feel ready to start this podcast after 9 years of focusing on PG&E employees and retirees. In those 9 years, I have worked specifically with a focus on PG&E and learned all aspects of the PG&E Retirement Benefits package. I have you covered whether it is the 401(k), New or Old Pension, Retiree Medical Benefits, or understanding the Employee Assistance Program.
Like anything you repeatedly do, you improve with time and experience. You only want to retire once. I’ve seen the PG&E retirement process over 100 times. If you are getting advice from a financial advisor that does not specialize in PG&E retirement, you are dealing with what I would call a retirement generalist, and I am a PG&E Retirement Specialist.
Whether you are looking for an advisor to help you over the long term or just want a few questions answered, I hope you will consider this show a valuable source of information.
Please hit the subscribe button so that when the first episodes are released on April 23, 2021, you will get a notification where you subscribe to your podcasts. You can also follow the link in the show notes to sign up for notifications directly from me, and as an extra incentive up until the 4th episode is released on May 21, 2021, I will be running a contest for people who rate and review this podcast. I encourage you to sign up.
It will be mainly me to give you a feel of the format, and occasionally I will bring in a subject expert for certain topics. I will do a season format, which will be a series of shows on a specific topic. I will start with Season 1, which will be 8 episodes focused on the PG&E Retirement Plan or the 401(k). I will talk about a recent article or answer a listener’s question, discuss a specific aspect of the PG&E Benefits Plan, and then talk about a Financial Planning Concept, a way to maximize your benefits.
Thank you for taking the time to listen to this introduction. I am Dan Leonard. I am a Certified Financial Planner™ and an Enrolled Agent. I look forward to talking with you and answering your questions in the coming months and years.
Until my first episode on April 23, 2021 – stay safe.