Retirement Potpourri: Fill In The Blank

What this episode covers

Time for a little fun on this episode. We’ll use some fill in the blank prompts to spark good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more! Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Show Notes: 1:15 - Main Topic: Fill In The Blank 1:30 - The Best Way To Be Sure You Don’t Run Out Of Money? 2:49 - The Stock Market Has The Ability To? 4:36 - First Time Clients Are Mostly Worried About? 6:15 - Most Common Mistake? 8:28 - The Most Gratifying Part Of The Job? 11:09 - Mailbag: Cliff Asks How Much Company Stock Is Too Much 13:12 - Mailbag: Rebecca Asks How To Stay Motivated When Saving For Retirement

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Frequently Asked Questions

How long is this episode of Financial Choices Matter?

This episode is 17 minutes long.

When was this Financial Choices Matter episode published?

This episode was published on January 6, 2022.

What is this episode about?

Time for a little fun on this episode. We’ll use some fill in the blank prompts to spark good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more! Contact: Phone Number:...

Can I download this Financial Choices Matter episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.