Ep. 077 - You Won't Believe What This Client Asked Me To Do

from The Good Financial Cents Show w/ Jeff Rose, CFP®

I was deployed to Iraq for over 17 months, so it takes quite a bit to shock me. Well, I had a client interaction that shocked me so much my mouth dropped open. I had been working with this client for about a year helping them plan for retirement when they asked me to do something I felt was a little crazy. Tune in as I share all the details of what this client asked me to do and my reaction.

Episode metadata supplied by the publisher feed · Published Sep 3, 2021

Embed this episode

Attribution link and audio player

NOW PLAYING

Ep. 077 - You Won't Believe What This Client Asked Me To Do

0:00 22:42

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The Good Financial Cents Show w/ Jeff Rose, CFP®?

This episode is 22 minutes long.

When was this The Good Financial Cents Show w/ Jeff Rose, CFP® episode published?

This episode was published on September 3, 2021.

Can I download this The Good Financial Cents Show w/ Jeff Rose, CFP® episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!