<p>A recent survey indicated that many people believe a financial advisor is only for the wealthy. Rob and Lori discuss why that is simply not the case. Also, what new tax concerns are looming in 2021.</p> <p>For more information, visit www.OutlookFC.com.</p>

Ep 30: The More You Have, The More You Have To Lose

Financial Wellness is a discussion surrounding innovative financial strategies that help result in financial clarity, security and overall financial health.   Rob Burnette and Lori Gross bring decades of experience with a primary focus on retirement planning, tax planning, and Medicare maximization.