What Are Your Financial Pain Points?
When it comes to financial planning, everybody has something that bothers them. Today, Phil’s walking through some of the most common pain points we see and the real conversations that happen around them. Nobody walks into retirement without at least one of these in the back of their mind. The good news is that most of them have real answers. And all of them are worth talking about. If any of these hit close to home, that's exactly where our conversation should start.
Here’s some of what we discuss in this episode:
💸 Running Out: Planning can reduce lifelong money fears
🧾 Tax Surprises…
The skinny
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