Building Wealth Is Only Half the Plan

Building Wealth Is Only Half the Plan

Financial terms such as “growth” may sound straightforward, but they can mean very different things to advisors and their clients. In this episode, we explain the difference between predictable growth from interest and dividends and uncertain growth from market appreciation. We also discuss why the transition from building wealth to generating retirement income should happen gradually, and why understanding your advisor is essential to feeling confident about your financial future. Listen in.