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How you can ignore the market and sleep well in retirement. Why retirees and their advisor are rarely on the same page. Does being a Fiduciary really matter? Explaining hidden mutual fund fees and how advisors get paid. How retirees can fight back against the trillion-dollar financial industry. Why tax planning is ignored by your advisor – and what you should be doing. The challenges of aging parents – and how to plan. Pension – lump sum or not? Why hasn’t the financial industry changed in 40 years.
See omnystudio.com/listener for privacy information.
By Greg Aler4.1
1515 ratings
How you can ignore the market and sleep well in retirement. Why retirees and their advisor are rarely on the same page. Does being a Fiduciary really matter? Explaining hidden mutual fund fees and how advisors get paid. How retirees can fight back against the trillion-dollar financial industry. Why tax planning is ignored by your advisor – and what you should be doing. The challenges of aging parents – and how to plan. Pension – lump sum or not? Why hasn’t the financial industry changed in 40 years.
See omnystudio.com/listener for privacy information.

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