58 - CUC: Completely Unnecessary Complications
TRAP: The Real Adviser Podcast
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Reflections on Financial Planning Insights
This chapter reflects on a recent financial planning conference, discussing attendee feedback, key speakers, and future guest suggestions. It emphasizes the significance of risk tolerance assessments in retirement planning and debates the validity of annual evaluations against life changes. The conversation also touches on investment strategies in fluctuating markets, stressing the importance of consistent long-term planning despite client concerns about market timing.
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