Saving With Silverman
Inside the Advisor’s Office: What People Are Actually Concerned About
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:11:19
- More information
Informações:
Synopsis
Ever wonder what other people talk about with their financial advisors? A new survey of nearly 400 experienced advisors reveals the biggest concerns, challenges, and financial goals their clients are facing today. From retirement planning and healthcare costs to working longer than expected, we’re breaking down the key takeaways and how they compare to what we see in our own client conversations. Here’s what we discuss in today’s show: