Biggest Client Concerns

We run through the laundry list of top concerns that many retirees and pre retirees have. Charles discusses how he address them and what is the underlying theme that is causing those concerns.

Contact:

Phone Number: 480-513-1830

Website: https://pelletoncapital.com/

Show Notes: 

2:04 - Main Topic: Client Concerns

2:17 - What Are Some Top Concerns?

4:01 - Dog Analogy

8:00 - Wall Street Has Set Low Expectations

14:00 - Elon Musk’s Recent Rise In Wealth