Jan 11, 2022
Fees can be a confusing topic for retirees to tackle, and sometimes they feel downright hidden from us- out of sight, out of mind! But the fact of the matter is that fees play a big role in anyone's financial plan, and it's time to have an open and honest discussion about them.
Mentioned on today's show: 12 Questions to Ask Your Financial Advisor
To receive your own RETIREMENT RISKS ANALYSIS, or to begin with a simple FEE AUDIT, you can start with a 2 minute quiz here: Share More & Get in Touch
You can also find Loren at shermanl@integrityguidance.com