Retirement Advisor: The ‘I’M SAFE’ Checklist (Podcast)

from SA For FAs · host Seeking Alpha

Like pilots, financial advisors must examine their clients’ glidepaths in pre-retirement to ensure their clients are safe for “landing.” But pilots must also assess their physical and emotional preparedness for flight, not merely technical readiness. This podcast (4:42) argues that physical and mental health make a decisive difference in the aging process. It would thus not be out of place for financial advisors to note this.Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode metadata supplied by the publisher feed · Published Jun 6, 2019

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Retirement Advisor: The ‘I’M SAFE’ Checklist (Podcast)

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