In this conversation, Ralph and Tim Short discuss the importance of comprehensive financial planning and coaching for retirement. They emphasize the need for clear communication between advisors and clients, the significance of understanding financial goals, and the necessity of planning for longevity and health costs. The discussion also highlights the role of purpose in retirement and the importance of adapting plans to changing circumstances.
Join the Short's for the First Friday Happy Hour: (JUNE 6th) The Puzzle of Women's Retirement Income register now at Welcome Home FP Events
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