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Are you “pretty sure” your retirement plan is solid? That might be your biggest red flag. Abe Abich breaks down why even confident investors—and long-time advisor clients—should consider a second opinion. From reactive relationships to overlooked tax strategies, Abe outlines the subtle signs your financial plan may not be as personalized or proactive as it should be. Whether you're working with an advisor or managing it all yourself, this episode helps you rethink what true retirement readiness looks like.
Schedule your complimentary appointment today: TheRetirementKey.com
Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement
Follow us on social media: YouTube | Instagram | Facebook | LinkedIn
See omnystudio.com/listener for privacy information.
4.2
55 ratings
Are you “pretty sure” your retirement plan is solid? That might be your biggest red flag. Abe Abich breaks down why even confident investors—and long-time advisor clients—should consider a second opinion. From reactive relationships to overlooked tax strategies, Abe outlines the subtle signs your financial plan may not be as personalized or proactive as it should be. Whether you're working with an advisor or managing it all yourself, this episode helps you rethink what true retirement readiness looks like.
Schedule your complimentary appointment today: TheRetirementKey.com
Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement
Follow us on social media: YouTube | Instagram | Facebook | LinkedIn
See omnystudio.com/listener for privacy information.
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