In this episode, Joe wraps up our retirement series by tying in the last few podcasts. Joe discusses some of the tools we use to help clients understand different situations and strategies to see the impact of their decisions that will be made in retirement as well as evaluate situations are are out of our control, like taxes.
Ultimately, how can we, as advisors, be as efficient as possible with your dollars to provide the maximum amount of confidence?
http://oliveharbor.com
