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Fire Your Financial Advisor by Golden Reserve · Greg Aler
November 18, 20251h 0m
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Show Notes
On this episode:
- A retirement lesson from Oreos.
- How advisors and clients differ on the market risk discussion.
- Does your advisor do estate planning, or does he/she just pass out business cards?
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Topics
Greg AlerFire Your Financial AdvisorGolden ReserveAler StallingsFinancial AdvisorRetirement PlannerRetirement Planning401(k)Market RiskOreosTax PlanningEstate Planning