Nov 10, 2021
In today's episode Nicholas Olesen, CFP®, CPWA® walks through two very different client situations that both ended up with the same recommendation. Take The Trip.
During this episode he gets a little more philosophical and personal about the reason for the advice that Kathmere Capital gives.
Listen as he shares how he helped a client think through "Why are you building your wealth and what is it all for?" Through this conversation they uncovered a few strategies and options for his growing business to continue to flourish but allow some of his time shift to be enjoying life now and giving back for the "greater good".
He then shares a very different circumstance that occured just minutes after the previous advice was given where the same question was discussed. This other client situation was the hardest one of the day, where he learned of a client's passing and talked about it with the surviving spouse.
Through today's episode, we hope you can continue to make wise financial choices for the future but don't forget to take the trip.
You can find a transcript of today’s show by visiting our blog at: http://bit.ly/KCM-BLOG
We would love to help! Please reach out for help or send us feedback and any topic or questions you would like us to cover. Email us at: nolesen@kathmere.com