Ep 39 - Wisdom from the Mentor: Bob Grace Joins the Show

Send us Fan MailJoin host Adam as he welcomes his mentor, Bob Grace, for a deep dive into essential financial topics. They explore income strategies, dissect the impacts of inflation and social security, and navigate the challenges of DIY financial planning. Discover how to avoid the fear of running out of money and gain insights into the complex world of annuities, including the good, the bad, and the ugly. Do not miss this insightful episode!Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!Investment advisory services are offered through Evolution Wealth Management Inc., an investment advisor registered with the United States Securities and Exchange Commission (CRD No. 307644). Insurance services provided by Evolution Retirement Services. Evolution Wealth Management and Evolution Retirement Services are affiliated entities.