RMD's, Diversification and Family
Manage episode 438259409 series 3578578
Keith Wiltfong of Capstone Planning discusses the importance of treating clients like family and providing ongoing support and expertise. Keith also highlights the significance of required minimum distributions (RMDs) and the importance of diversifying income sources in retirement. The conversation concludes with a discussion on the personal motivations behind Keith's career choice and the impact of financial planning on families.
9 epizódok