Achieving Success Together

26/07/2023 7 min Temporada 1 Episodio 95

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Episode Synopsis

On today’s Unshakeable Retirement, Doug and Dale discuss:Do you recall the movie Moneyball? Why is the sweet spot between the accumulation phase and distribution phase of the retirement plans so much in your strike zone for your clients?Can you talk about your gift which is solving puzzles and not focusing on problems?Why is it so important for you to get buy-in from them when it comes to creating the perfect retirement plan for them?Contact Dale Website: https://myinvestingcoach.com/Email: [email protected]: 952-401-1671

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