Podcast: Advising Clients When They Underestimate Retirement Needs 


Recording

In this podcast, David Stolz, CPA/PFS addresses strategies to consider when advising clients in circumstances when they underestimate retirement needs including ways to get accurate spending information, address resistance, assess the emotional aspect, and build a cash flow budget and a system that can track and report accurate information.



A A A


 
Copyright © 2006-2016 American Institute of CPAs.