B is for Basics
We’ve been in the biz for so long that oftentimes we forget to take you back to the BASICS. It’s always good to get a refresher, especially if you’re nearing retirement. Suddenly, all of the words that you’ve taken for granted become very important. The wide-angle lens you’ve had on the future will start to hyper focus. We’re here for you whether you’re in the middle of your accumulation phase or if you’re starting to strategize your new spending plan in retirement.
This week Shea is back in the studio with Dennis to ask the questions you’ve always wanted to know the answers to.