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Rethinking 65 Retirement Realities: Featuring Keena Pettijohn & Dorothy Hinchcliff [Ep 28]

Rethink. Financial Advice

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Financial Advice - Rethinking 65

There are 75 million people in the united states now who are 60 or older. That represents 30 % of the working aged adults, meening people 18 are over. The problem that i'e seen in the financial advisory industry is that there are a significant number of financial advisers who look at serving older people as not that profitable. You want to be able to keep managing the money, but having a real relationship with your clients as wel as their children.

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