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The Long Game

Most Debated Financial Topics (Permanent Life Insurance, Active vs Passive Investing, Fees, Etc.) With Andy Panko, CFP®, RICP®, EA

Jun 30, 2023
52:33

In this Episode With Andy Panko, CFP®, RICP®, EA we talk some of the debates we see consumers and advisors having:

- Permanent life insurance: the good, the bad, the use cases, etc.

- Active vs passive investing

- Different type of fee models

- Worrying about tax refunds or not


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