Go offline with the Player FM app!
One Retirement Question, Two Different Answers: Who Should We Trust?
Manage episode 505579531 series 1212530
Married couple "Mark" (62) and "Lisa" (60) want to retire together in the next year. They shared their financial plan and their goals with two financial advisors.
One advisor said they could retire.
The other said that they should keep working.
So ... Who's right?
On today's show, we try to split the tie and help Mark and Lisa set the best course for a successful retirement.
250 episodes
Manage episode 505579531 series 1212530
Married couple "Mark" (62) and "Lisa" (60) want to retire together in the next year. They shared their financial plan and their goals with two financial advisors.
One advisor said they could retire.
The other said that they should keep working.
So ... Who's right?
On today's show, we try to split the tie and help Mark and Lisa set the best course for a successful retirement.
250 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.