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Ep #109: Why Sugarcoating Retirement Plans Does More Harm Than Good
Manage episode 443357703 series 3008801
İçerik Joseph Curry and CFP Professional tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Joseph Curry and CFP Professional veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Joe and Lindsay discuss the importance of transparency in financial planning by sharing a recent client story. A couple came to them frustrated by their previous advisor's lack of clarity, unsure whether they could reach their retirement goals. Through our process—beginning with a strategy session and followed by a comprehensive plan—the couple clearly understood their situation, even though the news wasn't exactly what they wanted to hear. Ultimately, the key takeaway is that honest, actionable advice empowers clients to make informed decisions and stay on track toward their goals.
Read the full show notes and find more information here: EP 109 Show Notes
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