The turbulence of 2020 might have you questioning just how close you are to retirement. That’s a common feeling for many people but today we’ll share a story about a client that came in without much confidence in retiring and left with the plan to quit working in three months.
Read more and get additional financial resources here: https://www.baschrock-fg.com/podcast/ep-40-retirement-projections-diversification-other-mailbag-questions-2/
Today's show schedule:
1:20 – BA Schrock just moved into a new office.
3:36 – Are clients having more doubts about retirement after everything we’ve been through in 2020?
5:24 – How often are you meeting with people that don’t see a path to retirement?
7:33 – The software our office uses to help you see your portfolio in different scenarios.
9:30 – Ben shares a time a client didn’t feel good about retiring but he was able to show them they were better off than they thought and could retire soon.
12:46 – How much second guessing do clients have?
13:53 – What to do if you have doubts.