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Kandungan disediakan oleh Louis Grant and Pam Krueger. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Louis Grant and Pam Krueger atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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What People Want From Financial Advisors But Aren't Getting

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Manage episode 337683284 series 3249725
Kandungan disediakan oleh Louis Grant and Pam Krueger. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Louis Grant and Pam Krueger atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Many financial advisors are not doing much to help their clients prepare for retirement other than managing their investments. In this episode, the three friends discuss the many other ways a truly independent, fiduciary financial planner can holistically come up with a comprehensive plan to help retirees answer their many questions, from deciding when to start Social Security and choosing Medicare coverage to figuring out where and how they may want to live and determining an appropriate estate planning strategy.

  continue reading

100 episod

Artwork
iconKongsi
 
Manage episode 337683284 series 3249725
Kandungan disediakan oleh Louis Grant and Pam Krueger. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Louis Grant and Pam Krueger atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Many financial advisors are not doing much to help their clients prepare for retirement other than managing their investments. In this episode, the three friends discuss the many other ways a truly independent, fiduciary financial planner can holistically come up with a comprehensive plan to help retirees answer their many questions, from deciding when to start Social Security and choosing Medicare coverage to figuring out where and how they may want to live and determining an appropriate estate planning strategy.

  continue reading

100 episod

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