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Talking With Your Clients: The Key to Retirement Planning
Manage episode 407147872 series 3558245
Innhold levert av Elements Technology, Inc. and Reese Harper. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Elements Technology, Inc. and Reese Harper eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
“When can I retire?” It may be the #1 question planners get asked. And an answer like, “Just save this much monthly” won’t do since lifestyle choices and economic uncertainty mean the answer isn’t easy to project. On this Elementality, Reese explains to the clients of his RIA why there’s a complexity to the question that needs an in-depth examination.
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