Should You Consistently Monitor Retirees’ Assets?

In this video clip, Reese Harper and Chad Jardine explain why working with retirees is about getting an accurate net worth picture; formulating a tax-efficient, asset liquidation strategy for their portfolio; and then making sure you’re helping them stay on top of that withdrawal rate.

On this episode of the Elementality podcast, Reese and Chad discuss why too many advisors fail to focus on how retirees should be drawing-down against their assets and are satisfied to just make a few projections. They explain how the Elements® Financial Planning System helps you clearly measure a client’s asset mix allowing you to create a tax-efficient, liquidation strategy—a strategy that is critical to creating a stress-free, comfortable retirement for your clients.

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