Early Retirement - What Should an Adviser Do?

Julie kelly: What advisers should do to prepare for their next client meeting, a in which they'll discuss early retirement. She says one of the most fun questions i've been asking people is how much did you want to leave to each of your three daughters? And would you like to leave it at your death, or would you Like to leave it earlier on, when you can be part of that experience? I think it's so valuable for us to understand why whatever goal they state is important to them.