EP. 85 - Cross Country Retirement Advice W/ Founder of BML Wealth Management

This week on The Retirement Matters Show, Dale sits down with Brian Levy founder of BML Wealth Management from Orange County, CA. They discuss the benefits of working with an Independent Advisors vs Advisors who are employed by companies who push certain products. Dale and Brian both know that the Retirement journey is unique to every individual. The cookie cutter approach isn't always the best fit! Make sure when you are planning your Retirement, that it is with a Retirement specialist! COMING SOON - The full Interview with Brian Levy! Be sure to circle back to our page and take a listen!

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This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.