EPISODE · Oct 22, 2021 · 35 MIN
60. Breaking Up is Hard to Do
from Retiring Today · host Merkle Retirement Planning
Do you have the right person on your team to help you through retirement? Many people tell us they have a long standing relationship with their current adviser - but are they the best person for the job? In this episode of Retiring Today, we tackle how to decide - what to look for in a retirement planner and how to break up with your current adviser, if it’s what’s best for your retirement vision.
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60. Breaking Up is Hard to Do
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