Three areas people leave money on the table, reasons to reconsider your strategies
Jacksonville’s Retirement Coach with Adam Wolf · Adam Wolf
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Show Notes
Adam Wolf talks about how people need to start re-checking their financial strategies as they near retirement or go through other season-changes in life. Adam details the importance of gaining a second opinion and three areas where people often leave money on the table by not reflecting on their strategy: tax planning, amount of risk, and fees (especially in 401(k)s). He also laments the lost season that his beloved Jacksonville Jaguars had.
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