I recently had one of the longest client meetings in my career (almost 3 hours long) with a couple whom we'll call "Joe and Shirley". Throughout their entire life they had shrunk down their goals little by little to meet their income until they had completely lost their dreams. I spent almost the entire meeting showing them how they can build their dreams back up again because as it turns out they had plenty saved in order to create a comfortable #retirement income - they just didn't know how to do that.
Does this sound like you? You may want to listen in.
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LET'S CONNECT
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