Goran Milic, Discusses His Approach to Helping His Clients with Financial and Retirement Literacy
During the interview, Goran discusses how Social Security is necessary for a comprehensive retirement income strategy. There are important considerations before choosing to claim early, and working with a financial professional is crucial in coordinating these types of benefits.
Tune in for the interview on iTunes, Stitcher, iHeartRadio, and the Business Innovators Radio Network.
Milic explained that “Social Security is a part of nearly everyone’s retirement that is often overlooked. I am excited to be able to share knowledge on how to integrate Social Security drawdowns into an optimal retirement strategy successfully.”
“Finding the right financial products can be challenging in today’s environment. At Tesla Wealth, we teach the Balanced Approach—the financial strategies to build wealth and retirement under the wing of life insurance companies and the stock market. By using the power of investment-grade life insurance, our goal is not only to engineer the perfect path towards your financial freedom but to give you tools and support in building your legacy for generations to come.”
About Goran Milic
Goran Milic grew up in Serbia and moved to the US in his early twenties. Among many other roles, he’s a dad, husband, financial planner, and chief retirement strategist at Tesla Wealth Management. For the last ten years, Goran has been helping people with their financial, retirement, and insurance planning. He’s an actuary by trade, and actuaries are creators of all types of insurance, annuities, pension funds, and other financial products.
Goran was always passionate about crunching numbers and explaining math to his non-math friends and family. Throughout his schooling, he has discovered his special gift in his ability to gather scattered information and bring it all together in an organized, well-researched, and actionable way. In addition, he loves to tackle complex financial topics and break them down for a layperson to understand.
While working for a large national firm years ago, Goran realized that a vast amount of the advice given to clients was not aligned with their best interests. So he joined TWM with the conviction that while every client’s situation is unique, there is an optimal solution that perfectly suits each client. It may take more effort and sometimes thinking outside the box, but there is no other way for their team at TWM.
As far as Goran’s education goes, he has a Bachelor’s degree in Actuarial Science from Roosevelt University. He’s also maintaining his Life and Health producer license and the CLTC designation, a certification for Long-Term Care insurance.
When he doesn’t work, Goran loves to spend time with his wife and their two children, enjoying nature and an outdoorsy lifestyle. Learn More: https://teslawm.com/
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