Episode 132 - Creating a Comprehensive Retirement Strategy with guest P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx

Creating a Comprehensive Retirement Strategy, Guest: P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx, Episode 132 - TOPICS COVERED: Guest Introduction: P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx, A Little Bit More about Jim and What a Meeting with Jim Looks Like, Meeting with P.J. DiNuzzo, Defining “Fiduciary Standard”, A Second Consultation with P.J. DiNuzzo, “I want to commit. Now what?”