The 6 Retirement Planning Myths
September 23, 2020 by Brian Haney
Ever had this happen to you? You were called in to meet an affluent couple in their mid-40s who have a healthy amount of investable assets and need advice on what to do with them.
The get-to-know-you part of the meeting was going well, and you felt the good rapport building as you navigated through this couple’s goals and concerns.