Ep 41: Do You Lack Confidence to Retire?

EPISODE · Jul 2, 2020 · 17 MIN

Ep 41: Do You Lack Confidence to Retire?

from Unlocking Your Financial Future · host BA Schrock Financial Group

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.

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Ep 41: Do You Lack Confidence to Retire?

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