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Healthy, Wealthy, & Wise Retirement Podcast

Apr 20, 2021

Last time we reviewed much of what is wrong with the financial industry, so today we're going to focus on the positive solutions. We highlight three different ways that the advisor-client relationship is typically structured.

Hopefully this will help you determine which, if any, is right for you.

What is a Fiduciary?

Apr 6, 2021

Today we take a hard look into the financial planning industry and review if and how the role of an advisor has evolved.

What is a Fiduciary?

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