By Andrew Rosen via Iris.xyz

I sit down with a nice couple, meeting them for the first time. We exchange pleasantries and they tell me they are looking to retire.  One of them starts telling me everything about their family and finances. Madly, I take notes trying to get a baseline for their financial affairs. Finally, we get everything out on the table. There is a moment of respite before I pause to ask: “Now that I understand your situation more clearly, may I ask one question Mr. Prospect?”

“Absolutely, Andrew. What is it?”

“You seem to have a decent understanding of your finances and what you’d like to accomplish. However, my question isn’t for you it is for your wife.” 

Subscribe to our free daily newsletters!
Please enter your email address to subscribe to ETF Trends' newsletters featuring latest news and educational events.