Thursday Mar 21, 2019

Julie's Story - A Client's Perspective

The featured guest this week is Matt's current client Julie, who is in the process of planning for retirement and has been working with Matt for several years now. Julie provides some valuable insight into the planning process from a client perspective, and even offers up some great travel tips from her experience in the hospitality industry.

Comments (0)

To leave or reply to comments, please download free Podbean or

No Comments

Copyright Matt Hausman

Podcast Powered By Podbean

Version: 20230822