Episode Description
Senior Partner Craig Laday discusses how he and the ICGNext team help clients navigate their financial paths.
For more information, please visit the ICGNext Website
Chapters
- (00:00:02) - Financial Planning for Retiring--
- (00:00:47) - What's Next: Craig Lad
- (00:02:17) - The Challenges of Preparing for Retirement
- (00:06:45) - Garrett: Financial Planning Is No Longer a 'Financial Plan
- (00:10:21) - What Do You Want For Your Retirement?
- (00:16:39) - Advisors on Emotional Finance
- (00:21:29) - How to Manage the Market During a Recession
- (00:25:02) - How to Make a Retired Clients Feel Comfortable With Their
- (00:31:44) - What's Next