2 集

Having the Long Term Care Conversations.

Retirement Readiness Larry Goldstein

    • 投資

Having the Long Term Care Conversations.

    The True Meaning of a Fiduciary Advisor - Boca Raton, FL

    The True Meaning of a Fiduciary Advisor - Boca Raton, FL

    Here's part two of my Retirement Readiness Podcast, talking about the true meaning of the word Fiduciary. And most Advisors like to call themselves Fiduciary and they'll use it very loosely.

    But when you pick up the hood and look underneath, are they a true Fiduciary?
    Are they acting in your best interest?
    If you have a Financial Advisor, are they a Fiduciary Financial Planner?
    Again, most Advisors like to refer to themselves as a Fiduciary, but are they really?

    Listen to the episode hear more!

    • 4 分鐘
    Asset based vs Traditional Long Term Care - Boca Raton, FL

    Asset based vs Traditional Long Term Care - Boca Raton, FL

    In this first episode of Retirement Readiness, I speak about why having the Long Term Care Conversations now are important. The term Long Term Care refers to the inability or needing help to perform 2-6 daily living activities in a home or in a facility. Listen to find out more.

    • 5 分鐘

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