49 - Universal Marketing Truths
TRAP: The Real Adviser Podcast
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Retirement Planning and Financial Pitfalls
The chapter explores retirement planning strategies and longevity considerations for couples, using the JP Morgan Guide to Retirement as a resource. It also delves into a cautionary tale of a Minnesota couple's financial loss due to poor advice from their advisor, highlighting conflicts of interest in the financial advisory industry and the challenges consumers face in finding trustworthy advisors. Additionally, the discussion covers the complexities and potential pitfalls of sudden wealth, including humorous references to behaviors like excessive celebration.
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