Rethink. Financial Advice

14. Rethink: Advisor Bias In Distribution Planning featuring Ramsey Smith


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The number one goal and pain point addressed by financial professionals is the sustainability of retirement spending.  With all of the effort placed on accumulation funding, the demographics of world population dictate that distribution planning will become the hottest topic in the next decade.   Concerns about mortality, interest rates, inflation, dividend yields, real estate and … Continue reading 14. Rethink: Advisor Bias In Distribution Planning featuring Ramsey Smith →

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Rethink. Financial AdviceBy H. Adam Holt, CFP and Derek N.H. Notman, CFP

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