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Questions Great Financial Advisors Ask and Investors Need to Know by Alan Parisse
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PRODUCT INFORMATION

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    Specifications

    Category Type
    Business Culture & History
    ISBN
    1419526804
    Item EAN
    2724332817430
    People
    Author
    Alan Parisse
    People
    Publisher
    Kaplan Publishing
    Category Type
    Business Culture & History
    ISBN
    1419526804
    Item EAN
    2724332817430
    People
    Author
    Alan Parisse
    People
    Publisher
    Kaplan Publishing
    Languages and countries
    Language of the text
    English
    Read more
  •  

    Description:

    A financial advisor recounts an interview with a recently retired physician who planned an enjoyable and costlyretirement. The doctor wanted his entire portfolio in bonds, which was far too conservative to maintain the lifestyle he and his wife had planned. In the advisor’s words:
    This fellow was a

    A financial advisor recounts an interview with a recently retired physician who planned an enjoyable and costlyretirement. The doctor wanted his entire portfolio in bonds, which was far too conservative to maintain the lifestyle he and his wife had planned. In the advisor’s words:
    This fellow was a bit of a know it all, and I wasn’t getting through. Finally I asked him, 'Doctor, how will it feel for you when you have to go back to work?' That got his attention, and I was able to lay out a strategy that would allow him to retire and stay retired.

 

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