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Measuring performance, retirement income approaches, and how financial planning has evolved
Dr. Dan and Daniel discuss how to measure investment performance, different styles for generating income in retirement, and how the profession of financial planning has evolved over time.
See the real world case study mentioned in the episode: https://youtu.be/7ALOJsGQ4qU?si=JCyYyZBqvn7FCY-O
To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com
To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults
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By MY Wealth PlannersDr. Dan and Daniel discuss how to measure investment performance, different styles for generating income in retirement, and how the profession of financial planning has evolved over time.
See the real world case study mentioned in the episode: https://youtu.be/7ALOJsGQ4qU?si=JCyYyZBqvn7FCY-O
To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com
To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults