Ep. 44- SLEDDING AT YOUR SPEED
The Retirement Matters Show with Dale Smothers
February 23, 202120m 36s
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Show Notes
Dale and his son made a trip to the slopes for a tubing adventure! Much like our clients approaching retirement for the FIRST TIME- Dale's son, Andrew, was tubing for the first time. Dale had a few take-aways from the day and felt that it would be a good way to illustrate the importance of working with a trusted advisor in retirement. In retirement you need to ensure your advisor is managing your money to achieve your objectives... not their own!