EPISODE · Dec 10, 2019 · 6 MIN
Retirement Advisor: Three Unknowns
from SA For FAs · host Seeking Alpha
Among the unknown variables which advisors must address through their retirement planning is the uncertainy of our mortality, the ambiguity of investment performance and the anxiety of financial pressures. This podcast (6:18) suggests that helping with these issues can enhance clients’ feeling of well-being, as evidenced by a recent study showing advised investors feeling financially secure at over twice the rate of unadvised investors. Learn more about your ad choices. Visit megaphone.fm/adchoices
What this episode covers
Among the unknown variables which advisors must address through their retirement planning is the uncertainy of our mortality, the ambiguity of investment performance and the anxiety of financial pressures. This podcast (6:18) suggests that helping with these issues can enhance clients’ feeling of well-being, as evidenced by a recent study showing advised investors feeling financially secure at over twice the rate of unadvised investors. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Retirement Advisor: Three Unknowns
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