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MtoM #121 - Couple Creates Their Own Financial Plan and Fires Their Financial Advisor

White Coat Investor Podcast

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The Importance of Planning for Retirement

A couple of things, maybe cumulatively, came together to make us decide if we want to do it. I started to look at our portfolio a little bit more and realized that probably weren't getting a very good deal. For those of you who don't know what we're talking about, we have an online course called Fire Your Financial Advisor. It doesn't come with CME, but it's a little bit cheaper.

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