They Retired 10 Years Early Due To 3 Things

The advisor missed 3 important things in their plan and they thought they had to work 12 more years. But it wasn't right.
Dave Zoller, CFP®

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00:00 - Case Study: John and Mary
00:52 - They were NOT comfortable with this
01:30 - The details of the plan
02:07 - The MISTAKE the Advisor made
03:12 - The conversation that SAVED their retirement
05:27 - How the "WHAT-IF" Scenarios Increased Success
08:21 - The SECRET To a great retirement



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