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financial planners

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 28, 2017 by Dan Egan · across every show →

Everything said about financial planners, oldest first

Aug 28, 2017
Insight
Egan: Retirees struggle psychologically to spend down accumulated portfolios
“If you talk to financial planners, especially who work with retirees, one of the biggest problems is that they have a really hard time spending down their portfolio.”
Dan Egan Aug 28, 2017 ▶ 30:24 Dan Egan – Better Investment Outcomes (Capital Allocators, EP.23)
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