Words Matter
The Perfect RIA
00:00
How Much Money Can I Take Out of My Portfolio to Fill My Gap?
We don't want to outlive our income. We can really empathize with clients about that, because we get it. And so for answering that specific question for clients, and we're always getting back to the heart and the root of that, we can help them make educated decisions. The word gap helps people quickly go, yep, okay, I got to bridge this.
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