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Home > Simple, but Not Easy > Advisor Profile: Kevin Schaefer Coaches Clients to Have a 'Simple Smile'
Podcast: Simple, but Not Easy
Episode:

Advisor Profile: Kevin Schaefer Coaches Clients to Have a 'Simple Smile'
Category: Business
Duration: 00:38:30
Publish Date: 2020-06-29 05:00:03
Description: Kevin Schaefer coaches clients to plan for the worst, and to be content. An obsession with money distorts smiley faces into ones with dollar-sign eyes and a squiggly mouth because it often leads to aggressive investing that's like being on a roller coaster. A smoother ride, he says, keeps "a simple smile on your face." Schaefer, a CFP and founder at Spirit West Certified Planning, LLC in Scottsdale, Arizona, says, "There aren't enough contrarians" paying attention to risks embedded in passive index-linked investments. "I'm hoping that trend (toward passive) will break and people will get back to basics." 
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