We often talk on the podcasts about what it’s like to become a client. But what about after a month? A year? Let’s talk about what the short and long-term relationships should look like between an investor and a financial advisor.
The Plan Wise, Retire Free Podcast
What It’s Like To Be A Client
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Maybe you’re close to retirement and think you don’t have nearly enough money saved. Let’s talk about some reasons that the news might not be as bad as you think.