Planning for retirement is already a complicated task for many, but pairing this stress with unanticipated market volatility will only add more concern for retirees looking to start withdrawing funds for income. During times like this, it is important to take a step back and look at what your clients are in the short-term as well as the long-term.
In this episode of Money Script Monday, Tim explains what goals-based financial planning is and why it is an important strategy to consider to hedge against market volatility.
Resources Provided for This Episode
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