
What Works Wednesday - Dynamic Retirement Income Planning with Justin Fitzpatrick
The Perfect RIA
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You Don't Have a Passion for Philanthropy
I think there's plenty of people who have way too much fear around their spending and giving the permission To visit the grandkids more or just worry less Can be can be huge. I've never seen someone in their working years not spend more as they made more now. There's probably a practical ceiling on that but at least what we observe with a lot of clients is that giving them permission to worry less Spend a bit more if they can That that's huge.
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