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by Jeff Rose, CFP®
The Good Financial Cents Show w/ Jeff Rose, CFP®

GFC S2 Ep. 077 - You Won't Believe What This Client Asked Me To Do

Description

I was deployed to Iraq for over 17 months, so it takes quite a bit to shock me.

Well, I had a client interaction that shocked me so much my mouth dropped open.

I had been working with this client for about a year helping them plan for retirement when they asked me to do something I felt was a little crazy.

Tune in as I share all the details of what this client asked me to do and my reaction.

Details

Episode 77

by Jeff Rose, CFP®