Is this common or rare? We go through five scenarios that may happen throughout your financial life. Brian shares how often he sees these situations occur among his clients and how he helps them navigate through it. You may be surprised by some of his answers!
Here are the scenarios we discuss on today’s show:
- How often is someone ready to retire tomorrow? (0:23)
- Do people ask for advice and then ignore it? (4:32)
- Are tears often shed by clients in the office? (6:23)
- Do clients unexpectedly come into large sums of money? (9:24)
- Is it true that you have to save at least one million dollars? (14:27)