In a special WP Talk podcast we explore advisors' retirement through the story of a 30+ year industry vet
Each month at WP we offer a slate of articles and content pieces that go deep on a particular topic. This February, we've focused on retirement.
Advisors can spend so much time focused on planning for their clients' retirements that they can miss fully grappling with their own. To close out our retirement coverage for February, we spoke with Jeff Keller, Senior Financial Advisor at CI Assante, about his path to retirement, how he sold his book, and how he's getting mentally prepared for a life after work.
Listen here: An advisor plans his own retirement
