The Costly Mistakes Your Advisor Won't Tell You About
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The Costly Mistakes Your Advisor Won't Tell You About
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What if your favorite breakfast food could cost you minutes of your life—and your financial choices could cost you years? Mike Canet and Ryan Herbert discuss a study from the University of Michigan that highlights the things we eat and the poor decisions we make, and highlight the parallels of this with financial planning mistakes. They unpack the critical differences between financial advisors and true financial planners, and how holistic planning, tax strategies, and estate decisions impact your retirement journey.
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