EPISODE · Oct 23, 2019 · 5 MIN
Retirement Advisor: Living In A Van Down By The River
from SA For FAs · host Seeking Alpha
Chris Moody, a political journalist laid off by CNN, used the opportunity occasioned by his financial dislocation, to search for a redefined American Dream. I offer my takeaways as to the relevance of Moody’s experience to clients planning their retirements. Specifically, this podcast (5:20) argues that just as we need to allocate our clients’ investment assets properly, clients’ goal-setting requires thought about the ideal allocation of their time and the right balance as to how much wealth will really benefit them.Learn more about your ad choices. Visit megaphone.fm/adchoices
What this episode covers
Chris Moody, a political journalist laid off by CNN, used the opportunity occasioned by his financial dislocation, to search for a redefined American Dream. I offer my takeaways as to the relevance of Moody’s experience to clients planning their retirements. Specifically, this podcast (5:20) argues that just as we need to allocate our clients’ investment assets properly, clients’ goal-setting requires thought about the ideal allocation of their time and the right balance as to how much wealth will really benefit them.Learn more about your ad choices. Visit megaphone.fm/adchoices
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Retirement Advisor: Living In A Van Down By The River
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