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.
What this episode covers
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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