When a client is getting close to retirement, how confident do they feel, and are they mentally spending money that they may not actually see? Matt and Micah discuss why it’s important to make things simple and to be clear to clients about what the numbers they see actually mean.
Listen in to learn about a value add that Micah is incredibly passionate about – The Retirement Income Timeline, and how this can provide clients with a simple guide to know where their money is coming from. The guys will also share the importance of doing a full financial plan and how doing so can uncover mistakes that clients weren’t aware of.
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