Purposeful Living

Amber and Clint Thomas's Story

Listen as Amber and Clint Thomas share how Pandowealth is providing clarity and confidence in their financial journey.

Navigating financial decisions can often feel overwhelming, but having the right guidance can make all the difference. Listen as Amber and Clint Thomas share how Pandowealth is providing clarity and confidence in their financial journey. Pandowealth has given them peace of mind, knowing they are on the right path and well-prepared for retirement while thinking strategically about the legacy they leave behind.


Video Transcript

It was really great to have somebody say, yes, we, we see your portfolio, we see how, how you're living and spending your money, and you can do this. It's okay. I was talking to some coworkers one day in a meeting.

We were talking about just, you know, some of the nuances with the pension plan here and just, I shared that we were looking for some guidance in how we could better invest our money and save for retirement. And my coworker recommended Pandowealth and said, hey, you know, we talked to them before. I think they're doing a lot of great things and I think you should talk to them. So that's what really started it for us. The conversations that we had earlier on made us feel more confident that we were going to be going in the right direction and not just, just kind of flying blind.

So as we were before, - Yeah. You know, as I think about why we're working with Pandowealth, they've really helped us to understand our current state finances, really care about where we're headed for the future, and helped us, helped to really streamline and optimize where we are going and, and give us confidence that we'll be ready for retirement when that time comes. And then I think the other thing is, you know, I just, I just think about how Pandowealth has even started to counsel us a little bit with our college age son. He's a full-time student today, but he's starting to work over the summer and we're starting to just get some financial advice on different things we can do for him, whether it's setting up a, an IRA that maybe he contributes just a little bit of his summer money into that will grow over time. Just things that we weren't necessarily thinking about in the moment, but just helping us think more strategically and setting our children up for success for the future as well. - Having Pandowealth guide us through that process has, has been an amazing thing for us. It's made us feel comfortable with where we are and even more comfortable with where we're heading and where we'll wind up. All the expenses that we face currently. And just knowing that we're, you know, set up for a comfortable spot in the future. - Yeah, that's good.

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