Marcus Roth, and John Capuano share sentiments of pessimism from respondents to the 2025 Retirement Survey about the U.S. economy over the next five years. For advisors, this level of uncertainty among retirees and pre-retirees signals an opportunity to directly acknowledge these concerns. It’s not just about offering a financial plan; it’s about showing clients and prospects that you understand their fears and are prepared to help them navigate an uncertain future with confidence and clarity.
Was this article helpful? Should we publish more like this?
YesNo
