Ep 41: Do You Lack Confidence to Retire?

The turbulence of 2020 might have you questioning just how close you are to retirement. That’s a common feeling for many people but today we’ll share a story about a client that came in without much confidence in retiring and left with the plan to quit working in three months.

 

Read more and get additional financial resources here: https://www.baschrock-fg.com/podcast/ep-40-retirement-projections-diversification-other-mailbag-questions-2/ 

 

Today's show schedule: 

1:20 – BA Schrock just moved into a new office.

3:36 – Are clients having more doubts about retirement after everything we’ve been through in 2020?

5:24 – How often are you meeting with people that don’t see a path to retirement?

7:33 – The software our office uses to help you see your portfolio in different scenarios.

9:30 – Ben shares a time a client didn’t feel good about retiring but he was able to show them they were better off than they thought and could retire soon.

12:46 – How much second guessing do clients have?

13:53 – What to do if you have doubts.