SA For FAs
Retirement Advisor: Cutting Costs While Raising Your Standard Of Living
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:06:06
- More information
Informações:
Synopsis
Edd and Cynthia Staton writing on Next Avenue tell the story of how moving from Las Vegas to Cuenca, Ecuador has enabled them to live an upscale lifestyle on a Social Security budget of less than $2,000. But for Americans not keen on uprooting themselves, there are countless ways to improve one’s standard of living without leaving the U.S. This podcast (6:38) suggests that an advisor who fails to explore both portfolio growth and expense reduction can’t get a sense of the client’s true preferences. Advisors must also give due consideration to the non-financial aspects of major life changes.Learn more about your ad choices. Visit megaphone.fm/adchoices