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Like Las Vegas jackpots, hear how retirees can find unexpected surprises if they do the right Tax and Fee planning. Learn about what trusts can protect you against creditors and nursing home costs. Why there is no such thing as too little risk in retirement. Explaining why annuities are the Dodge Ram of investments. If your plan requires a stock ‘freak out’ factor, you need a different plan. While Greg closes out talking about his upcoming book ‘Fire Your Financial Advisor’.
See omnystudio.com/listener for privacy information.
By Greg Aler4.1
1515 ratings
Like Las Vegas jackpots, hear how retirees can find unexpected surprises if they do the right Tax and Fee planning. Learn about what trusts can protect you against creditors and nursing home costs. Why there is no such thing as too little risk in retirement. Explaining why annuities are the Dodge Ram of investments. If your plan requires a stock ‘freak out’ factor, you need a different plan. While Greg closes out talking about his upcoming book ‘Fire Your Financial Advisor’.
See omnystudio.com/listener for privacy information.

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