Aligning Client Capital To Goals (Which Are Only Clarified Over Time): Kitces & Carl Ep 86

May 19, 2022

32:31

Highlights

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Episode notes

I Don't Want to Give Up My Social Status

Introduction

4min

Aligning Your Capital Use With What's Important to You

4min

Is There a Warning Sign?

3min

Do You Really Want to Retire With a Million Dollars?

2min

I Don't Want to Give Up My Social Status

2min

Are You Getting Distracted From Your Retirement Goal?

4min

The Dragons Are There

4min

Is That Still Something?

2min

The Goal Isn't the Main Goal

2min

10.

Clarify Your Goals Over Time

2min

11.

How to Help a Client Uncover Their First Guess

3min

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