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Talking With Your Clients: The Key to Retirement Planning
Manage episode 407147872 series 3558245
Contenuto fornito da Elements Technology, Inc. and Reese Harper. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Elements Technology, Inc. and Reese Harper o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.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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