Never walk out the door without THIS from your financial advisor
- Author
- Charisse Rivers
- Published
- Sat 11 Jan 2025
- Episode Link
- https://omny.fm/shows/retirement-coffee-talk/never-walk-out-the-door-without-this-from-your-fin
A new study shows many people are not getting this most important planning tool from their financial advisor. Don’t let this happen to you. Plus: What happens when you ask Charisse for a second opinion on your current financial plan?
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