Jan 13, 2022
It’s time for some fill-in-the-blank questions with Donna! What is the best way to be sure you won’t run out of money in retirement? If you hit retirement and you don’t have a plan in place, you will never know how much you can afford. You don’t want to outlive your money.
What do most clients worry about when they first come to visit an advisor? Retirement is a big worry, but a lot of people are just looking for peace of mind, someone to tell them that everything is going to be okay. Join us today as we discuss the stock market, common retiree mistakes, and more!
What we discuss today:
1:20 – Welcome to 2022!
2:14 – The best way to be sure you won’t run out of money is…
3:53 – The stock market has the ability to…
5:54 – If an advisor tells you … you should run away
7:40 – New clients are most worried about…
8:56 – The most common mistake pre-retirees or retirees make is…
11:54 – The most gratifying part of Donna’s job is…
Get additional financial information: https://sephtonfinancial.com/podcasts/