Julie's Story - A Client's Perspective

21/03/2019 13 min Episodio 94
Julie's Story - A Client's Perspective

Listen "Julie's Story - A Client's Perspective"

Episode Synopsis

The featured guest this week is Matt's current client Julie, who is in the process of planning for retirement and has been working with Matt for several years now. Julie provides some valuable insight into the planning process from a client perspective, and even offers up some great travel tips from her experience in the hospitality industry.