The Advantages of Using a Financial Advisor | The Tax Problem Many Seniors Are Experiencing Just a Few Years Into Retirement | What Are People Looking for in Their Retirement Plan?
Retirement Coffee Talk · Charisse Rivers
August 2, 202551m 58s
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Show Notes
On this episode:
- Only 25% of people use a financial advisor. What are their reasons for going it on their own?
- 72% of seniors wish they could go back in time and fix this tax problem.
- When people pick their financial advisor, what are the main things they are looking for?
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