Dispelling Retirement Planning Myths
Dr. Matt Goren discusses professional planning myths when it comes to retirement and how to debunk them.
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View DetailsSeptember 01, 2021
Do financial advisors have to work with clients at or near retirement to be successful? We continue our conversation with Dr. Matt J. Goren, PhD, CFP®, on the NextGen in 10 Podcast to put the kibosh on some enduring success myths. These include questioning the continued relevance of old-school RMD rules, challenging assertions about client prospecting, and more.
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