Broker Check

Excuses Why You're Working With The Wrong Advisor, Part 2

| September 19, 2019
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We'll continue our conversation about why we make excuses for sticking with the wrong advisor. Alex will have a question for us whether he should take some money and risk off the table given recent 401(k) growth. And John Iammarino will give us an a little checklist of items we should be thinking about as we go through the second half of 2019, specifically if you're recently retired or nearing retirement.

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