Smart Money Questions

Today we’re sharing questions and scenarios we’re hearing in our office, on the phone and on zoom calls with clients. We’ll also share some planning we did for a client four or five years ago and where they are today in retirement.   Key topics on this show: 4:43 – Aggressive 401ks 7:59 – Other options 11:00 – Know where your money is 13:51 – Risk 15:29 – Rate of return 16:27 – COLA   Want to learn more about financial planning? Visit us online ---> http://smartmoneyquestions.com