Episode 14: It’s Just a Joke
We take a break from the serious in this episode and take a more light-hearted route.
Join us as we talk about some important topics, all while having a bit of fun!
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[2:12] – How do we talk to members about debt?
[3:22] – How does Nick help our members decide the amount of stocks and bonds in their portfolio?
[5:29] – How do you help a client find balance in their portfolio? How does someone know if they are out of balance?
[7:10] – Is there such thing as short-term investments in retirement planning or are we always looking at the long-term?
[8:57] – How often are individuals stressed about the stock market when they meet with Nick for the first time?
[11:05] – How do you make sure someone can stay retired?