About Waddell & Reed
About Julia Rapp
About Retirement
About Financial Advising
About Investing
100
Waddell & Reed, Inc. has been around for this many years.
What is 78 Years?
100
Julia holds these licenses.
What is Series 7, Series 66, MO Life & Health? Also, Drivers and Fishing ;)
100
This is the ideal time to start saving for retirement.
What is TODAY? As soon as possible.
100
This is when you would go see a financial professional.
What is when you don't have enough time and knowledge to do it yourself and be an expert at it?
100
These investment will help you save for a education expense.
What is 529's, Coverdell's?
200
The Springfield Waddell & Reed Office is located here.
What is Fremont Street & Independence?
200
Julia has this many children.
What is two furbabies and one grown man? Goose, Bernard, and her NEW Fiance!
200
These are two different IRAs that you can utilize in saving for your retirement.
What is Traditional IRA, Roth IRA?
200
What if I am too busy?
What is don't wait until you're in the midst of a financial crisis before beginning the planning process.
200
Saving for a big event or purchase like a wedding, first home, boat, car, etc. can be accomplished in this.
What is investment account.
300
Waddell & Reed, Inc.'s Home Office is located here.
What is Overland Park, Kansas.
300
Julia holds these degrees.
What is Accounting & Finance?
300
This is something that you need to know in order to start saving for your retirement.
What is what retirement looks like and exactly how much you will need in order to retire?
300
Is the financial planning process complicated?
What is each plan is tailored to the needs of the individual, so how complicated the process will be depends on your individual circumstances.
300
Julia mostly uses this type of investment.
What is Mutual Fund?
400
This makes Waddell & Reed, Inc. different from their competitors.
What is their financial planning focus & their own mutual funds?
400
Julia comes from a long line of this profession.
What is engineers?
400
It is important to have this while saving for retirement.
What is diversification and different buckets of money?
400
This is what a financial advisor does should your spouse and you disagree.
What is A financial professional is trained to listen to your concerns, identify any underlying issues, and help you find common ground.
400
When you pass you will leave this.
What is an Estate?
500
These accolades were awarded to Waddell & Reed, Inc. last year.
What is 2014 Barron's Best Mutual Fund Families, 2014 Lipper Fund Awards, & Waddell & Reed Call Center Claims 2014 DALBAR Honors?
500
Julia is in the financial services industry because of this.
What is to help, improve, and impact the lives of others?
500
Small Business Owners and Entrepreneurs use these to design a retirement package for their business and employees.
What is SEP, SIMPLE, Profit-Sharing Plan, 401(k), Defined Benefit Plan?
500
Can I still control my own fiances?
What is Financial planning professionals make recommendations, not decisions?
500
When you want to leave something to your children and generations to come you may need to do this.
What is legacy planning?
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