What Chef is in Charge of Your Retirement Planning?
Fire Your Financial Advisor by Golden Reserve · Greg Aler
March 4, 202511m 50s
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Show Notes
Just because the chef wears a white smock doesn’t make them a great cook. Just because your financial advisor says they do retirement planning doesn’t make them proficient at it.
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Topics
chef hierarchyfinancial advisorCFPfiduciaryfee onlycookingfinancial planningclient relationshipsinvestment strategiesretirement planning