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What’s Missing from Your Current Retirement Plan? Figuring Out the Taxes When You Inherit Money | Flat Fee or Fee-Based Advisor? | Do You Have Financial Amnesia?

Author
Greg Aler
Published
Sat 08 Feb 2025
Episode Link
https://omny.fm/shows/expedition-retirement-by-golden-reserve/what-s-missing-from-your-current-retirement-plan-f

On this episode:

  • What do we usually see when people come in for a second opinion?
  • Don’t be Bad Santa when passing down money.
  • How Golden Reserve is different with how you pay for services.
  • As you plan don’t forget what happened in 2008.

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