EPISODE · Jul 7, 2021 · 16 MIN
181 We take care of it all, while you can enjoy your financial freedom (Of course you don't want to go to your rectal examinations)
from Money Over 50 · host Money Over 50 Financial Advisers
I think it is relatively safe to say that most people would prefer to not go to any doctor's appointments, they just want to be healthy. The same is likely to apply in financial advising, they just want to make sure that they are going to be OK. It's our job to make sure that our clients are doing well; if we can determine that they are financially "healthy" then we'll give them the option to come in for their meeting or enjoy their life. If you don't need or want to see us, go ahead and enjoy your financial freedom. We'll still be here making sure that you're going to be OK. For all listener questions/feedback, please contact the team at [email protected].
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181 We take care of it all, while you can enjoy your financial freedom (Of course you don't want to go to your rectal examinations)
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