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Biggest Client Concerns Thumbnail

Biggest Client Concerns

On This Episode:

We run through the laundry list of top concerns that many retirees and pre-retirees have. Charles discusses how he addresses them and what is the underlying theme that is causing those concerns.

Show Notes:

2:04 - Main Topic: Client Concerns

2:17 - What Are Some Top Concerns?

4:01 - Dog Analogy

8:00 - Wall Street Has Set Low Expectations

14:00 - Elon Musk’s Recent Rise In Wealth