Ep 22: Retirement Potpourri: Fill In The Blank
Manage episode 322970398 series 2909936
Time for a little fun on this episode. We’ll use some fill in the blank prompts to spark good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more!
Contact Info:
Call: (856)-751-1771
Website: https://jmlfinancialgroup.com/
23 эпизодов