When Wealth Triggers Worry: Advisors Explain Clients’ Biggest Financial Fears
1. Wealth brings new anxieties about retirement finances and spending. 2. Clients fear family judgment and unequal treatment in estate planning. 3. Investment themes like AI and nuclear power are crucial for wealth growth. 4. Concerns over inflation and stagflation impacting economic slowdown are prevalent. 5. Diversification in asset types is recommended amidst uncertain economic conditions.