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Healthy, Wealthy, & Wise Retirement Podcast

Mar 22, 2022

In this episode, we talk through 7 questions I am frequently asked. We start off by briefly chatting about what makes our firm different, whether or not to divide your assets between multiple advisors, and the right time to bail out and sell an investment.

We then talk about why our fees are so high (and so low), if working with a fiduciary is actually important, and close up with the topic of introductions.


What is a Fiduciary?

About Me

Podcast Page

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

You can also find Loren at 


Additional Resources Discussed on the Show

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