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.
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 firstname.lastname@example.org