Original Air Date: January 28, 2023

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS® and Senior Financial Planner Josh Weidie, CWS®, to address a couple of investors who have been saving to the detriment of living. Their former adviser gave them push back if they didn’t save everything for retirement. The financial advisers discuss the importance of understanding the lifestyle investors want to lead when developing a plan. 

Read the Article: https://www.henssler.com/optimal-financial-advice-is-based-in-open-communications