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WCI #292: Workplace Retirement Accounts

White Coat Investor Podcast

Dolly, I'm the Director of Personal Finance at Morningstar

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The Morningstar director of personal finance talks about his new role. Dolly says her work is mainly focused on individual investors who are sorting this out for themselves. But we also have a fair number of financial advisors who read my work and we've since established a small team focused on portfolio construction retirement planning, she says.

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