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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

Are You Getting Distracted From Your Retirement Goal?

Garlick: It shouldn't surprise us that this happens. This is called being human. And particularly around goals, we don't know our goals. We need to have a conversation f like, ok, yes, you can afford it, but do you really want to trade off your retirement goal for this and getting to spend more time with your family? Garlick: I'm thinking 50 % of the job is goal clarification over time,. Ter us, narrow, helping clients try little experiments. Ri o tiara, way to frame it. Comma, overtime.

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