Episode 148: Revealing Retirement Plan Frustrations
We're kicking off today's show a little differently with Getting to Know Steve and Gabriel questions first! Then they're discussing some challenges and frustrations they've heard from potential clients regarding their plans or their investments.
Getting to Know Steve and Gabriel:
What was your favorite TV show as a kid?
If you could pick any Olympic sport to participate in, what would you choose?
Revealing Retirement Plan Frustrations:
My portfolio is still not yet back to breakeven from the prior all-time high of the S&P 500.
I won't have enough time to make up for my market losses.
The fees…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.