Monolith Money Show

Create A Five Star Retirement Plan - October 18, 2020


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The stars in this case are the five components for a solid retirement plan - income, wealth management, tax efficiency, health care needs (including long term care) and an estate plan. And a new star is added to the program as well - Jeff's daughter Camille Mitchell makes her radio debut to help discuss these topics from the perspective of a female and a younger generation of financial advisor.
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Monolith Money ShowBy Jeff Mitchell and Camille Butterfield