In this episode of Retirement Red Zone, Jason Bergey discusses the importance of legacy and estate planning, using the story of a Christmas tree in Rockefeller Center as a poignant example. He emphasizes the need for a well-structured estate plan to ensure family security and prevent disputes. The conversation shifts to the significance of understanding financial fees and the importance of maintaining a clean and efficient investment portfolio. Jason provides insights on how to achieve a balanced portfolio that aligns with retirement goals while ensuring that clients are aware of the fees they are paying.

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