Retirement Planning “Aha” Moments

Have you ever experienced an "aha” moment that changed your perspective on something important? These are the moments when the light bulb goes off, and everything starts to make sense. This week on Phil’s Tax Hacks, we talk about some revelations that clients experience when working with a financial advisor.  

 

Here’s some of what we discuss in this episode:

0:00 – Intro

4:29 – Some common doubts and hesitations from clients

9:01 – The importance of trust between advisor and client

11:13 – Starting planning early and making informed decisions

 

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Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts