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55 - Slow Motion Wealth Destruction

TRAP: The Real Adviser Podcast

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Navigating Investment Risks and Financial Planning

This chapter explores the varying perspectives on investment risks within government and the challenges faced by financial advisors in educating clients on the importance of proactive investing. It discusses the advancements in investment accessibility since the 1980s and addresses listener questions about the impact of future tax rates on financial plans. The conversation highlights the need for flexible financial strategies and the value of reliable software tools in guiding client decisions amidst an ever-evolving market landscape.

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