What Works Wednesday - Dynamic Retirement Income Planning with Justin Fitzpatrick
The Perfect RIA
00:00
Adding Massive Value to Your Clients
We also need this criteria in place and I know income life does this is in adjustments on the way up, right? Yeah, so 20 was this crater year 21 22 like shooting the lights out. If you're telling a client hey listen you can't spend anymore even though We've seen these enormous returns. You're not doing anybody a favor there Typically plans because you know humans tend to be risk averse, right? And so often clients want you to establish a plan where the upside is closer than the downside that maybe we do differently.
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