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Aligning Client Capital To Goals (Which Are Only Clarified Over Time): Kitces & Carl Ep 86

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

I Don't Want to Give Up My Social Status

Felik: I've seen clients spend over the years because the truth, like, the truth is the retirement goal wasn't actually their top goal. Sometimes there's a i didn't understand the go already all the way and so you're doing things that are different than what i'd expectedbecause we didn't understand it. And then there's a third version that, to me, is is hrlie. Is still hard, but is probably the best of all these scenarios which is, they're really clear on their purpose. They're really clear where they're going, really clear at what what it takes to create that allignement.

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