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.
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