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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?

About Me

For questions, comments, or to receive your own RETIREMENT READINESS ANALYSIS, you can start with a 2 minute quiz here: Share More & Get in Touch 

You can also find Loren at shermanl@integrityguidance.com 

 

For more resources discussed on the show, visit: https://healthywealthywiseretirement.com/