76 - Drawdown Decisions
TRAP: The Real Adviser Podcast
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Evolving Financial Perspectives
This chapter transitions from a casual tone to a serious examination of financial planning and life priorities, reflecting on how the pursuit of wealth can lead to unfulfillment. The speakers critique traditional risk profiling methods in the financial advisory industry, emphasizing the need for better practices that prioritize client outcomes and sustainable income planning. They highlight significant shortfalls in the industry, noting that a large portion of financial firms lack comprehensive approach to cash flow modeling and retirement advice.
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