Talking With Your Clients: Planning for Retirement (Qt)
May 16, 2023•26 min•Season 2Ep. 113
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Episode description
The plan-in-a-binder era has ended. Today people want ongoing help with the complexities of their modern finances. But even with a greater focus on the present, preparing for retirement remains a key ingredient to good planning.
On this episode of Elementality, Reese explains to the clients of his RIA where qualified plans (Qt) fit within the financial planning puzzle.
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