Plan Wise. Retire Free.

Where Financial Advisors Drop The Ball

We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only “managing the investments,” but not providing guidance in other areas. Let’s talk about some of the things that your advisor should be doing.

Contact:

Website: https://centrusfs.com/podcast/  

Call: 800-779-4592

Tax Consequences: Pros & Cons of Various Account Types

Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you can use them (or not) in retirement planning.

Contact:

Website: https://centrusfs.com/podcast/  

Call: 800-779-4592

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