With 4 million people retiring every year, there are bound to be “bad actors” out there in the financial planning world. How do you spot them?
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A Look Back at 2025: A Look Forward to 2026 | Can You “Buy the Dip” and Be Successful? | Should an Advisor Charge You for a Roth Conversion?
49:05

The Estate Planning "Talk"
10:15

Don’t Pack Your 401(k) Before You Know Your Destination
08:22