Saving With Silverman

Inside the Advisor’s Office: What People Are Actually Concerned About

Informações:

Sinopsis

Ever wonder what other people talk about with their financial advisors? A new survey of nearly 400 experienced advisors reveals the biggest concerns, challenges, and financial goals their clients are facing today. From retirement planning and healthcare costs to working longer than expected, we’re breaking down the key takeaways and how they compare to what we see in our own client conversations.   Here’s what we discuss in today’s show: