The Perfect RIA cover image

What Works Wednesday - Dynamic Retirement Income Planning with Justin Fitzpatrick

The Perfect RIA

00:00

Is There a Timeline? Is That a Good Idea?

There's always this dichotomy between providing the client with enough detail that they can make an educated and informed decision. Let's have a visual that kind of speaks to people at a level that they just understand intuitively. Most advisors don't know so we say 87% probability success I would argue most clients don't know what that means certainly no clients know what it means Yeah, and it's funny because when people shift to retirement We sort of expect them to gain this whole new vocabulary and all these new concepts They actually there are exceptions right there are people who really love financeMost people just want to keep living their life, right? So they're used to living one way ideallyWe keep talking

Play episode from 13:37
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app