Some elements of financial planning for retirement will not change – market risk, health risk, and lifestyle plans. Today, we talk about some recent curveballs with returning guest, Marguerita Cheng. Those surprises include rising inflation. And we spend time talking about what you can’t put in a spreadsheet – the emotional pushes and pulls that clients face in later years.
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We hope you enjoy the show.
The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.
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