54 - Breaking Bad (News)
TRAP: The Real Adviser Podcast
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Rethinking Dividend Strategies in Retirement Planning
This chapter explores the debate on the effectiveness of dividend-paying funds for clients nearing retirement, advocating for a total return investment approach instead. The speakers emphasize the need for a comprehensive understanding of client needs and the stability of various portfolios over simplistic income models. Additionally, they provide recommendations for resources that enhance financial advisory practices, emphasizing the importance of meaningful relationships with families over asset management.
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