As clients now may be more inclined to change jobs, where they live, and more, the approach advisors take in looking toward clients’ futures has changed as well. In this episode, MDRT members explain how they have applied these adjustments to the way they help clients prepare for the needs and goals of their retirement.

You’ll hear from:

Chi Teng Han, ChFC/S, CIAM

Nadia Wijatno, ChFC, CLU

Episode breakdown:

0:31 – Helping clients adjust their plans when they move for the short- or long-term

3:06 – Changing retirement planning for a more “career-mobile” demographic

7:55 – How social media impacts people’s expectations about retirement

12:50 – What is most difficult about handling this different approach to planning

14:07 – Identifying why a property sale isn’t a reliable source of retirement funding

Listen to the monthly series, MDRT Presents: @mdrtpresents