Retirement Advisor: ‘Embarrassed’
A 58-year-old man with no retirement savings asks a USA Today financial-advice columnist for help, noting he was embarrassed to consult with a financial planner. This podcast (6:32) suggests that many of the people advisors meet with, specifically...
An episode of the SA For FAs podcast, hosted by Seeking Alpha, titled "Retirement Advisor: ‘Embarrassed’" was published on February 4, 2020 and runs 6 minutes.
February 4, 2020 ·6m · SA For FAs
Summary
A 58-year-old man with no retirement savings asks a USA Today financial-advice columnist for help, noting he was embarrassed to consult with a financial planner. This podcast (6:32) suggests that many of the people advisors meet with, specifically prospective clients, are not receiving the peace-of-mind benefits enjoyed by clients who have a relationship with an advisor and a framework within which to tackle what may be the No. 1 stressor, financial stress.Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode Description
Learn more about your ad choices. Visit megaphone.fm/adchoices
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