Rethinking Retirement
Rethinking Retirement
Jonathan Herbruck & Virgil Dominic
Questions for Your Prospective Advisor
53 minutes Posted Sep 20, 2022 at 4:00 am.
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Show notes

In episode 2 we answer your questions about how to hire your financial planner. We also discuss the Investment Policy Statement and how to make sure you and your advisor stay on the same page.