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How to Deliver Massive Value: Turning the Tables on The Perfect RIA’s Matthew Jarvis

The Diamond Podcast for Financial Advisors

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Guard Rails - Is Your Portfolio Going Up or Down?

The dishwasher rule is if you do the dishes at your house and your spouse doesn't know that you did the dishes, do you still get marital credits for that? That's the origins of the dishwasher rule. The retirement income guard rails are sometimes known as dynamic distribution rates. People probably look at them weirdly but at least you're talking about the right topics.

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