Episode #55 - Client Case Study episode artwork

EPISODE · Jul 24, 2019 · 18 MIN

Episode #55 - Client Case Study

from Plan For Life Now · host Capitol Retirement Strategies

In this episode Dave and Steve break down the behavior and saving habits of their client “Bob.” Find out how “Bob” approaches his investments and helps to set himself up for a long and relaxing retirement.

In this episode Dave and Steve break down the behavior and saving habits of their client “Bob.” Find out how “Bob” approaches his investments and helps to set himself up for a long and relaxing retirement.

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Episode #55 - Client Case Study

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How long is this episode of Plan For Life Now?

This episode is 18 minutes long.

When was this Plan For Life Now episode published?

This episode was published on July 24, 2019.

What is this episode about?

In this episode Dave and Steve break down the behavior and saving habits of their client “Bob.” Find out how “Bob” approaches his investments and helps to set himself up for a long and relaxing retirement.

Can I download this Plan For Life Now episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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