The Retirement Roundtable

Real Life Stories, Real Life Issues Part 2


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In this episode, we dive into the high-stakes world of mixing money with blood and brotherhood to see if the potential returns are worth the personal risks. We share cautionary tales of handshake deals gone sour and provide a practical framework for setting professional boundaries without ruining Sunday dinner. Whether you’re considering a joint real estate venture or funding a cousin’s startup, learn how to protect your portfolio and your peace of mind.
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The Retirement RoundtableBy Veronica Redfield and Grant Hartmann