3/31/23: It’s Time to Rewrite the Rules of Financial Success for Your Kids
THE TRUTH ABOUT YOUR FUTURE with Ric Edelman
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The Role of Investment Advisors in Retirement Planning
Two-thirds of all the money we managed was retirement assets IRAs and 401k assets. It's impossible to focus on investment advice if you aren't talking about retirement advice because the two are so inextricably linked. The end client doesn't know how that's policy framework really has an impact on their wealth looking toward their financial future.
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Transcript
