Retirement Advisor: The ‘I’M SAFE’ Checklist (Podcast)
Like pilots, financial advisors must examine their clients’ glidepaths in pre-retirement to ensure their clients are safe for “landing.” But pilots must also assess their physical and emotional preparedness for flight, not merely technical readiness. This podcast (4:42) argues that physical and mental health make a decisive difference in the aging process. It would thus not be out of place for financial advisors to note this. Learn more about your ad choices. Visit megaphone.fm/adchoices