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Episode 55: Lessons Learned from Nashville!

Apr 29, 2019

Jerry and Nick discuss what they learned during a recent conference in Nashville. They judged the IARFC National Financial Plan Competition and left with several valuable lessons.

Here are just a handful of the things that we'll discuss:

  • Jerry and Nick explain why retirees and pre-retirees should have a K.I.S.S. financial plan.
  • Studies show that asking a lot of questions about your situation can result in a plan you feel more certain about during retirement.

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