Beyond the Algorithm: The Five Keys to Retirement Success

Can a robo-advisor really replace the human touch in retirement planning? In this episode, Peter Laliberte explains why true retirement success goes beyond algorithms, covering the five essentials: income, investments, legacy, health, and taxes. From the pitfalls of DIY estate planning to the importance of having a real conversation about wills and trusts, Peter shares why every retiree—no matter their wealth—needs a plan that’s personal, practical, and built to last.

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