Rethinking 65 Retirement Realities: Featuring Keena Pettijohn & Dorothy Hinchcliff [Ep 28]
Rethink. Financial Advice
00:00
Are You a Good Human and an Adviser?
Deric Schmitz: As a life coach for my clients, wouldn't it be important for me to point out you 15 times, not 15 years on a spread sheetd? He says when you start thinking about like that, li'ke, time to get serious. Andi leave with this last point. What i took away from this an obviusy seems like a lot. I started asking my clients at the very end of our inspection process, which we called the six ls,. Some said they wanted to make a difference in the planet. They wanted to do charitable things. So i think it's a great quetion that we can use in our own practice to
Play episode from 30:55
Transcript
