
Clients Are 'Exhausted' and Want to Retire Early. Advisors Can Help.
September 28, 202127m 46s
Audio is streamed directly from the publisher (pdst.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
People are recognizing that "life is not forever and they want to bring more purpose and intentionality to it," says Julie Kelly, a financial advisor with Edward Jones. Host: Greg Bartalos.
Learn more about your ad choices. Visit megaphone.fm/adchoices