The Clipboard Test for Your Financial Advisor
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The Clipboard Test for Your Financial Advisor
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What if the reason you're getting the same retirement answers is because everyone's asking the same questions? Greg Aler pulls back the curtain on the retirement industry and explains why so many advisors follow the same playbook, focusing on investments before addressing the risks that can have the biggest impact on retirement. He shares why Golden Reserve built a different process, the four risks retirees should be paying attention to, and why one of the most important retirement conversations isn't about growing your money, but having the confidence to spend it.
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