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No. of Recommendations: 8
22 year client with 16.6% returns (you do math - 8.6% for SP500) and he hired
a bank wealth manager cause he was a neighbor for some house proceeds

my sin
I mused about my own retirement one day (I'll own this - no one accused me of being a competent business person, and I should have just kept my mouth shut)
I said I thought he should take his latest house proceeds and pay off the mortgage on his new house cause he was retirement and shouldn't have debt (he asked, I answered; this answer wasn't in my best interests; I figured he could figure that, but he got mad at me; again, he asked my opinion and I was foolish enough to give it to him; honestly don't understand his reaction)

it is the client's money
but this one almost made me despair
and yep, last 5 years have lagged index by about 1% a year
but geez...the bank manager won't have ANY goal or ANY accountability PERIOD

intensely frustrated
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