Episode 22 -  Part Two: Financial Planning Process

November 5, 2018

Jim Black is back with part two of his mini-series: The Financial Planning Process. In part one, Jim outlined the technical aspects of the planning process, but part two is all about the emotional facets.

Jim has retired hundreds and hundreds of clients, so in a way, he has retired at least 200 times.

Tune in as he describes what it’s like to help clients reach that finish line and retire. Jim also covers the emotional-based questions he asks clients to help them prepare for retirement, explains how financial planning has changed for the sandwich generation, and shares his secrets to staying motivated.

Listen in and learn about Jim Black’s strategies for helping clients live their happily ever after in retirement.

The Retirement Solution Inc.: http://theretirementsolution.com/ | Episode 21 - Part One: The Financial Planning Process

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