• Hidden Fees in Financial Services

  • 2025/03/11
  • 再生時間： 12 分
  • ポッドキャスト

Hidden Fees in Financial Services

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  • In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss the intricacies of retirement planning, focusing on hidden fees in financial services, the importance of fiduciary responsibility, and the diverse strategies available for effective retirement income. They emphasize the need for transparency in fees and the value of working with true fiduciaries who prioritize clients' best interests. The conversation also touches on the balance between different investment strategies to optimize retirement outcomes.

    For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!

    Follow us on social media: Facebook | LinkedIn

    See omnystudio.com/listener for privacy information.
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あらすじ・解説

In this episode of Success In The New Retirement, Damon Roberts and Matt Deaton discuss the intricacies of retirement planning, focusing on hidden fees in financial services, the importance of fiduciary responsibility, and the diverse strategies available for effective retirement income. They emphasize the need for transparency in fees and the value of working with true fiduciaries who prioritize clients' best interests. The conversation also touches on the balance between different investment strategies to optimize retirement outcomes.

For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!

Follow us on social media: Facebook | LinkedIn

See omnystudio.com/listener for privacy information.
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