Retirement 360
Retirement 360
Alan Mercurio
Getting Everyone on the SAME team
52 minutes Posted Jan 28, 2019 at 4:52 pm.
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This week on Retirement 360, MWA advisor, Alan, and host, Tony Vanetti, discuss the importance of having a total team to manage and guide your retirement. Does your CPA speak with your attorney, and then do they both speak to your financial advisor?
Alan tackles the importance of having eveyone meet to make sure your retirement is on trach!