Stress Testing Financial Plans: Ensuring Clients Don't Run Out of Money
2024/08/13
再生時間： 13 分
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Stress Testing Financial Plans: Ensuring Clients Don't Run Out of Money

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In this episode, Joe discusses the recent market volatility and how his clients have been able to weather the storm due to their well-structured portfolios and retirement strategies. He emphasizes the importance of having a retirement plan with a qualified advisor who can stress test the plan and ensure clients don't run out of money. Joe also highlights the difference between his approach and that of other advisors who simply tell clients to hang in there during market downturns. He emphasizes the need for a flexible plan and ongoing communication with clients. The episode concludes with a reminder that JML Financial Group is a resource for listeners and their families.

Ready to connect with Joe? Click here to get started.
See omnystudio.com/listener for privacy information.

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あらすじ・解説

In this episode, Joe discusses the recent market volatility and how his clients have been able to weather the storm due to their well-structured portfolios and retirement strategies. He emphasizes the importance of having a retirement plan with a qualified advisor who can stress test the plan and ensure clients don't run out of money. Joe also highlights the difference between his approach and that of other advisors who simply tell clients to hang in there during market downturns. He emphasizes the need for a flexible plan and ongoing communication with clients. The episode concludes with a reminder that JML Financial Group is a resource for listeners and their families.

Ready to connect with Joe? Click here to get started.

See omnystudio.com/listener for privacy information.

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