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Jason Bergey discusses the financial lessons learned from Al Pacino's experience with losing money to a Ponzi scheme. Jason emphasizes the importance of choosing the right financial advisor, understanding fiduciary responsibilities, and the value of health savings accounts (HSAs) for retirement planning. The conversation highlights the need for financial literacy and proactive planning to ensure a secure retirement.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
By Jason BergeyJason Bergey discusses the financial lessons learned from Al Pacino's experience with losing money to a Ponzi scheme. Jason emphasizes the importance of choosing the right financial advisor, understanding fiduciary responsibilities, and the value of health savings accounts (HSAs) for retirement planning. The conversation highlights the need for financial literacy and proactive planning to ensure a secure retirement.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.