How Often Do These Financial Situations Happen?

Equipping Points:

Day-to-day, Eric works with a lot of people as he helps them navigate a variety of financial decisions. But what might seem rare to you could be a more common occurrence to witness in his office. How often does Eric come across scenarios like these? You might be surprised by some of the answers!

Which of these sayings relate to your financial life? 

  • Do people find out they can retire tomorrow if they wanted to? [spp-timestamp time=”0:47″]
  • Are clients prone to disregard the advice from their financial advisor? [spp-timestamp time=”2:37″]
  • Emotions happen. How often does someone cry during a financial meeting? [spp-timestamp time=”5:13″]
  • Are unexpected inheritances a rare occurrence? [spp-timestamp time=”8:17″]

If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here. 

 

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