Who Are You Working With?
- Author
- Brad Pistole
- Published
- Fri 09 Dec 2022
- Episode Link
- None
In todays episode, Brad talks about the importance of ongoing education, and why it is critical that the advisor managing your retirement plan stays up to date on the latest developments in the financial industry, as well as changes to regulations, tax laws, and compliance.
Brad also speaks about:
- What a Fiduciary REALLY is
- The Importance of Tax-Free Buckets
- Why You Should Work With a Retirement Income Certified Professional
If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts.
