Apr 30, 2020
The last few months have taught us all to adapt and learn new ways to accomplish our daily tasks. This new normal affects all of our lives, including financial planning. What will the future look like and will virtual planning become more permanent?
Read more and get additional resources here: https://financialplanningva.com/the-new-normal-for-financial-planning/
Today's show schedule:
0:16 - If you could turn back time and go back to January, what advice would you give yourself?
0:41 - A client came in that said he was more conservative than he was and the market showed him that.
2:50 - We alerted him to the possibility of a 20-30% drop with his current allocation.
3:43 - Is the new normal going to include virtual retirement planning as a permanent option?
5:44 - People are learning to adjust that normally might not be willing to change.
7:18 - You can download an app for retirement planning now.