EP 033: As Financial Advisors, we are very frequently asked to give our thoughts on the investable markets and what it means for our retirement. While our show mainly discusses life challenges pre and post-retirement, we wanted to share a bit of our team's expertise on how investments and financial movements may be impacting your retirement directly or indirectly from the events of 2020. Join us for Episode #33 where we have a 2020 Roundtable Recap with our team at Guidance Point Advisors!
Chapters:
Welcome the team and hear our favorite Holiday movies. [2:09]
A look back on the year 2020. [5:03]
What’s next? What are we thinking about with our client portfolios as we head into 2021? [18:10]
What are some trends we’ve seen with new clients? Why are they choosing us? [26:08]
Ben wraps up the conversation. [33:49]
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