Have your financial priorities changed with age? - a podcast by SLA Financial Solutions

Our life plans and dreams change at each stage of life as we age along the way. This week’s podcast walks you through a conversation that our Founder - Ashish Modani had with a 72-year-old prospective client. This client has a scattered bag of investments in his portfolio which he chose to invest in with no specific goal in his mind. His concern - No Returns! 

But this concern didn't bother Ashish. Questions like - "Does the client have a succession plan in place (given he has no kids)? Was his wife aware of his investments? How will the money be used for the well-being of his wife in case of an uncertainty?" were concerns that were bigger than just ‘No Returns’ for Ashish and should have been for the client too! Listen to this latest podcast as Ashish delves into the details of what one should be worrying about at this age and why?

Further episodes of The Financial Journey

Further podcasts by SLA Financial Solutions

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