What if I don’t have enough to retire? from goals vs objectives vs strategy Watch Video
Preview(s):
Gallery
Play Video: (Note: The default playback of the video is HD VERSION. If your browser is buffering the video slowly, please play the REGULAR MP4 VERSION or Open The Video below for better experience. Thank you!)
⏲ Duration: 11 min 22 sec ✓ Published: 19-Mar-2024
Description: In this video, Vector wealth advisor, Charlie Gruys delves into the role of scenario planning to align one’s investment policy with their life needs and goals. The conversation explores how engaging with different financial scenarios may help clarify the path towards a more confident financial future. By carefully modeling various financial decisions, such as the purchase of new vehicles, paying off a mortgage, or planning a significant vacation, individuals can assess the impact of today’s
Play Video: (Note: The default playback of the video is HD VERSION. If your browser is buffering the video slowly, please play the REGULAR MP4 VERSION or Open The Video below for better experience. Thank you!)