Reviews written by snelson64

Good as always! Thanks Fritz!

Thanks for the good data, Fritz.

A couple real good ideas for getting couples to both be involved.

Great overview Jim. As a midwesterner, I appreciated Jim's quick pace! More information from a pro!

More great insights from Jim!

Jim sure knows his stuff. Very informative.

That was a good introduction, looking forward to getting into the details. Jim's a good speaker

Thanks Craig, always great to refresh the historical perspective and take it back to clients.

Fritz continues to do good work.

Some really good food for thought on portfolio construction for growth and decumulation. Thanks Craig

Thank you Drew. A fine overview with relevant case studies. Easily another 90 minute class is called for to cover all the SS topics you were not able to...

A complicated topic that one isn't going to fully grasp on the first go around. I know more now than I did before. Thanks Bob

Great presentation! Need to listen to the replay to take it all in. I will say that few clients come to me in an emotional...

Really liked Craig's peril and hazard framing of the portfolio volatility.

Some really good info on framing withdrawals for clients.

Interesting but some stuff I am not likely to ever use.

Bob was right. Way too many little things to remember.

Good brush up on the process and good insights in the examples on why to ask questions in a certain way.

Great points on the need for diversification in retirement

Like Bob said, this is complex stuff that we all could use a full semester class on. It is worth Bob following up on in a few months to...

Fritz covered all the big data points can't ask for more than that.

That got me thinking about how to choose funds differently and also how to explain them to clients.

A whole lot to take in. Lots of details I will never remember but gained an appreciation that they exist. Good job Bob with the triage story at the...

It was a good review and Bob pointed out a couple things I didn't know

Good insight that all one needs is a balanced portfolio to survive inflation during retirement