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Talking With Your Clients: The Key to Retirement Planning
Manage episode 407147872 series 3558245
Konten disediakan oleh Elements Technology, Inc. and Reese Harper. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Elements Technology, Inc. and Reese Harper atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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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