Retiring on Accident: Ron's Story
Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV
Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment
Today, Phil walks through a potential retirement story- one chapter at a time. As new details come to light, he reacts in real time, just as a financial advisor would during an actual meeting.
Ron is 64 and has figured out much of his retirement planning on his own. This is his first time sitting down with a professional. Together, we'll…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.