Episode 39
Why an Advisor May be Your Spouse’s Back-Up Plan
September 19, 202411m 12s
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Show Notes
“Hey Mike, I have always managed my assets on my own. At some point, I know I won’t have the energy or interest to continue to manage my assets. How does someone vet an advisor and then slowly turn things over to that advisor?” Discover how to create a potential backup plan for your spouse when you pass or struggle to maintain your portfolio management.
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Topics
retirementretirement planningadvisorincomepersonal financeplanning