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All The Financial Advice You’ll Ever Need Can Fit On A Single Index Card? | Harold Pollack

Thoughtful Money with Adam Taggart

CHAPTER

Navigating Financial Futures with Advisors

This chapter discusses the crucial role of financial advisors in managing educational savings and planning for individuals with disabilities. It emphasizes the importance of understanding investment strategies, such as the benefits of low-fee passive funds over actively managed options, while highlighting the need for fiduciary responsibility. The conversation also explores the emotional aspects of financial discussions within families and the significance of social safety nets for those in need.

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