On today's show, Barbara and Phil will share with us stories about a time they recommended something to a client that they almost never recommend to anyone else. Why did it make sense in these particular cases? We'll learn a lot from these stories on today's episode.
Some of retirement planning’s most important questions seem so simple at first. They can be asked in just 4-5 words and give the impression the answers are a simple “yes” or “no”. But it’s tricky because many of these questions can become overwhelming to answer. Let’s cover some of the important retirement questions that are harder to answer than you might think.