Lead-Lag Live cover image

Stop Believing the Myth! Expert Jamie Hopkins reveals the Best Way to Plan for Retirement!

Lead-Lag Live

00:00

The Importance of Having a Bond Leader in Your Life

The odds are stacked against the advisor in doing anything that would seemingly look aggressive, but may end up being the right thing to do for the client. In a court of law, there's a lot of Preston around the idea that listen, if you're an 80 year old, the last thing you should do is have any duration in your portfolio. Most people have a negative view of reverse mortgages. It took a decade of research to actually go to FINRA and say, hey, look, you shouldn't have this in here because in fact, you should use home equity more dynamically.

Play episode from 24:20
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app