Part 5: The new approach to retirement planning: Review meetings {PFP Section}

May 14, 2021

If you’ve wondered how your peers approach their check in meetings with their clients, this episode of the PFP Section podcast is for you. Mackey McNeill, CPA/PFS, shares how she engages with her clients as their lives evolve. She discusses the following ideas:

• Invite clients to regularly reach out versus waiting for a set meeting
• Encourage them to check in before making any financial decisions so that they understand the trade-offs
• Help them embrace changes and know it’s okay to change their mind
• Focus on life events and their ratio of success
• Go as deep or as high level as the client desires on the investment ins and outs

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.

• Part 1: The new approach to retirement planning: You are in the people business
• Part 2: The new approach to retirement planning: Setting the stage
• Part 3: The new approach to retirement planning: Gamification
• Part 4: The new approach to retirement planning: Investments
• Guide to practical retirement planning

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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