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Is your retirement plan built for you—or just built to collect fees? In this episode, George Politarhos unpacks the difference between good and bad debt, the hidden dangers of portfolio overlap, and why a second opinion on your financial plan could reveal costly mistakes. From the realities of Roth conversions and required minimum distributions to the absurdity of airline seat fees, discover how understanding your options—and your statements—can help you keep more of what you’ve earned. Plus, hear why personalized advice matters more than ever in today’s complex financial world.
For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com!
Follow us on social media: YouTube | Instagram | Facebook | LinkedIn
See omnystudio.com/listener for privacy information.
By George PolitarhosIs your retirement plan built for you—or just built to collect fees? In this episode, George Politarhos unpacks the difference between good and bad debt, the hidden dangers of portfolio overlap, and why a second opinion on your financial plan could reveal costly mistakes. From the realities of Roth conversions and required minimum distributions to the absurdity of airline seat fees, discover how understanding your options—and your statements—can help you keep more of what you’ve earned. Plus, hear why personalized advice matters more than ever in today’s complex financial world.
For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com!
Follow us on social media: YouTube | Instagram | Facebook | LinkedIn
See omnystudio.com/listener for privacy information.