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This episode looks at a case study for a stereotypical client couple of Dallas'. Using their example to highlight the importance of having a viable retirement plan and taking the steps needed to achieve it.
By Dallas & Michael of Money Over 50 Financial AdvisersFor all listener questions/feedback, please contact the team at [email protected]
This episode looks at a case study for a stereotypical client couple of Dallas'. Using their example to highlight the importance of having a viable retirement plan and taking the steps needed to achieve it.