Discussions & Learnings:

• What your Dad taught you about money and what you hope to pass onto your kids. 
• What exactly happens when you call us, and how we can help immediately
• Navigating Taxes, Fees, Market Risk and Long-term Care in retirement
• Up vs. down Retirement Mountain and how strategies need to change
• JP Morgan Chase says there’s going to be “Market Hurricane” - how to care less
• Why being boring and planful now can lead to peace of mind when it matters most
• Greg loves Wendy’s Baconators