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Reasons to Fire Your Advisor - September 8, 2024

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Manage episode 438808717 series 1238356
Content provided by Retirement 360 and Alan Mercurio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Retirement 360 and Alan Mercurio or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Alan and Troy take a look at when it may be time to change your advisor to one focused on retirement planning, especially when it comes to income and distribution rather than just growth.
  continue reading

225 episoade

Artwork
iconDistribuie
 
Manage episode 438808717 series 1238356
Content provided by Retirement 360 and Alan Mercurio. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Retirement 360 and Alan Mercurio or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Alan and Troy take a look at when it may be time to change your advisor to one focused on retirement planning, especially when it comes to income and distribution rather than just growth.
  continue reading

225 episoade

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