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The Areas a Financial Advisor Should Bring Value (Besides The Obvious)
Manage episode 372847166 series 2304474
If youâre paying a financial advisor a fee to manage your money, what else should they be able to help you with? Mike shares his â -list based on the countless questions heâs been asked about investing and retirement in general during the last 2-plus decades as an advisor.
đšSpoiler alert: Income Planning is simply one component of many that is key.
See omnystudio.com/listener for privacy information.
100 Episoden
Manage episode 372847166 series 2304474
If youâre paying a financial advisor a fee to manage your money, what else should they be able to help you with? Mike shares his â -list based on the countless questions heâs been asked about investing and retirement in general during the last 2-plus decades as an advisor.
đšSpoiler alert: Income Planning is simply one component of many that is key.
See omnystudio.com/listener for privacy information.
100 Episoden
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