Retirement Advisor: The ‘I’M SAFE’ Checklist (Podcast)
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....
An episode of the SA For FAs podcast, hosted by Seeking Alpha, titled "Retirement Advisor: The ‘I’M SAFE’ Checklist (Podcast)" was published on June 6, 2019 and runs 3 minutes.
June 6, 2019 ·3m · SA For FAs
Summary
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 Description
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