Transitioning To A New Financial Advisor: Making Informed Decisions
Manage episode 421919812 series 3561292
Abe discusses the concerns people may have when choosing to switch financial advisors and explains the process he and his firm go through when helping new clients. He also emphasizes the importance of entering “Phase 2” of your retirement plan and living off life savings.
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Разделы
1. Retirement Key Podcast (ABE) (00:00:00)
228 эпизодов