Mar 17, 2022
Today we’re focusing on what it’s like to be our client. We’ll explain how the relationship between a client and financial advisor evolves and how having an advisor can be beneficial for you.
What we discuss in this episode:
0:33 – Evolving relationship
4:13 – Sharing life
5:02 – Checking in
6:30 – Out...
Mar 3, 2022
Sometimes we have clients who want to retire early. But how much earlier do they mean, and is this a realistic goal? We’ll share some challenges they face and how to know if early retirement is for you.
What we discuss in this episode:
0:34 – How early?
2:24 – The gap
3:54 – Inflation
5:46 – Investing...