Bad Retirement Advice I've Seen (Real Client Story)
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Bad Retirement Advice I've Seen (Real Client Story)
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About this listen
Most financial advisors sound great, but that doesn't mean they're actually giving you the right advice. In today's episode of Joe Knows Retirement, Joe breaks down a real client story where another firm made recommendations that raised serious concerns. From pushing products too early, to high fees, to lack of real tax planning, this is what you NEED to watch out for.
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