Ep. 077 - You Won't Believe What This Client Asked Me To Do
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.
The podcast The Good Financial Cents Show w/ Jeff Rose, CFP® is embedded on this page from an open RSS feed. All files, descriptions, artwork and other metadata from the RSS-feed is the property of the podcast owner and not affiliated with or validated by Podplay.