Episode 24
Why You Want Asset Optimization Rather Than Financial Planning
Renovating Retirement With Charlie Jewett · Charlie Jewett: Author, Speaker, Coach, Whistle-Blower, Insurance Agent, Investment Advisor Represen
May 24, 201636m 13s
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Show Notes
There are two very different types of financial planning approaches in the world and I'll bet you're only aware of one of them. Luckily I was trained by a 30-year retirement planning veteran who used the other one! Wait until you hear what this other approach will do for you...