Ep 128 – MSU Case Study – Couple Near Retirement

Dave and Nick have another MSU case study for you. This one is a very common scenario that comes up often – couples who are nearing retirement and seeking help from a financial advisor. They know they want to retire and they are looking for someone to help them put all the pieces together. They have been managing their money themselves, for the most part, with some support from the plan providers...

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